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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
901
Busey Bank
Illinois
$519K +$520K +2,854 New
WAM
902
WNY Asset Management
New York
$518K -$63.7K -350 -11%
CC
903
Chicago Capital
Illinois
$515K – – –
PVI
904
Pine Valley Investments
New Jersey
$514K +$68.7K +377 +15%
CGFA
905
Colton Groome Financial Advisors
North Carolina
$511K -$18.2K -100 -3%
SWM
906
Stockman Wealth Management
Montana
$510K – – –
FPGK
907
Financial Partners Group (Kansas)
Kansas
$507K +$13.5K +74 +3%
DFC
908
DBK Financial Counsel
Ohio
$507K -$10K -55 -2%
WFAG
909
Worth Financial Advisory Group
North Carolina
$503K -$12.4K -68 -2%
GCA
910
Gradient Capital Advisors
California
$502K – – –
SEIA
911
Signature Estate & Investment Advisors
California
$501K +$502K +2,754 New
E
912
ETFidea
New York
$500K – – –
PIAS
913
PCA Investment Advisory Services
Ohio
$497K +$182 +1 +0%
KPWG
914
KFA Private Wealth Group
Virginia
$496K -$9.89M -54,327 -95%
CFG
915
Cooper Financial Group
California
$493K +$16K +88 +3%
NA
916
Nordwand Advisors
Pennsylvania
$491K – – –
RSWA
917
Robinson Smith Wealth Advisors
Maine
$489K – – –
IA
918
Insight Advisors
Pennsylvania
$488K -$54.5K -299 -10%
KDA
919
Kraft Davis & Associates
Missouri
$487K +$41.2K +226 +10%
TGAM
920
TBH Global Asset Management
Tennessee
$483K -$313K -1,718 -39%
CFA
921
CWS Financial Advisors
Michigan
$482K +$10.7K +59 +2%
BO
922
Bank OZK
Arkansas
$481K -$29.5K -162 -6%
ST
923
Spinnaker Trust
Maine
$476K – – –
TCA
924
Trifecta Capital Advisors
Illinois
$474K -$89.8K -493 -16%
CWS
925
Confluence Wealth Services
Pennsylvania
$474K +$38.4K +211 +9%
35 36
37
38 39