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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
901
Guardian Asset Advisors
Pennsylvania
$530K +$504K +2,837 New
CC
902
Chicago Capital
Illinois
$529K +$44.8K +252 +10%
WFAG
903
Worth Financial Advisory Group
North Carolina
$529K +$889 +5 +0.2%
WEG
904
World Equity Group
Illinois
$526K +$501K +2,816 New
BO
905
Bank OZK
Arkansas
$524K +$88.2K +496 +21%
SWM
906
Stockman Wealth Management
Montana
$523K – – –
APC
907
Aspire Private Capital
North Carolina
$515K +$490K +2,759 New
GCA
908
Gradient Capital Advisors
California
$515K +$11.7K +66 +2%
GWA
909
GGM Wealth Advisors
Maryland
$515K – – –
E
910
ETFidea
New York
$513K -$52.4K -295 -10%
PIAS
911
PCA Investment Advisory Services
Ohio
$510K +$25.6K +144 +6%
FPGK
912
Financial Partners Group (Kansas)
Kansas
$506K +$6.75K +38 +1%
NA
913
Nordwand Advisors
Pennsylvania
$504K – – –
RSWA
914
Robinson Smith Wealth Advisors
Maine
$502K – – –
WA
915
Wealthstar Advisors
Texas
$501K -$23.6K -133 -5%
NCM
916
Novare Capital Management
North Carolina
$497K -$634K -3,569 -57%
WWM
917
Waterway Wealth Management
Texas
$490K +$466K +2,622 New
CFG
918
Cooper Financial Group
California
$489K +$466K +2,620 New
ST
919
Spinnaker Trust
Maine
$489K – – –
BFA
920
Beacon Financial Advisory
Ohio
$488K +$464K +2,610 New
CBFP
921
Cedar Brook Financial Partners
Ohio
$486K -$227K -1,278 -33%
WF
922
Welch & Forbes
Massachusetts
$486K – – –
CFA
923
CWS Financial Advisors
Michigan
$484K +$355 +2 +0.1%
BMWM
924
Brown Miller Wealth Management
Virginia
$482K – – –
HC
925
Hara Capital
Washington
$481K – – –
35 36
37
38 39