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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1026
Freestone Capital Holdings
Washington
$472K -$38.6K -207 -8%
RCG
1027
Regatta Capital Group
California
$472K +$5.22K +28 +1%
NL
1028
Navalign LLC
California
$470K -$76.4K -410 -15%
OIS
1029
Okabena Investment Services
Minnesota
$469K – – –
CNBT
1030
Canandaigua National Bank & Trust
New York
$466K – – –
FNT
1031
First National Trust
Pennsylvania
$465K -$4.84K -26 -1%
CFS
1032
Coordinated Financial Services
Colorado
$464K +$2.79K +15 +0.6%
SMA
1033
Sage Mountain Advisors
Georgia
$464K -$65K -349 -13%
TCB
1034
Texas Capital Bancshares
Texas
$463K +$441K +2,370 New
LWM
1035
LJI Wealth Management
Indiana
$462K +$9.31K +50 +2%
GCM
1036
Gallacher Capital Management
Colorado
$462K – – –
JAG
1037
Journey Advisory Group
Kentucky
$459K – – –
HC
1038
Hara Capital
Washington
$456K – – –
VWA
1039
Visionary Wealth Advisors
Illinois
$453K – – –
VWA
1040
VSM Wealth Advisory
Maryland
$453K -$11.5K -62 -3%
FPW
1041
Fairvoy Private Wealth
Alabama
$451K – – –
FWM
1042
FLP Wealth Management
Arkansas
$449K +$8.01K +43 +2%
GFM
1043
GEN Financial Management
Minnesota
$448K – – –
HWA
1044
HCR Wealth Advisors
California
$446K +$14.7K +79 +4%
CPSAC
1045
Chas P. Smith & Associates (CPS)
Florida
$444K -$78.4K -421 -16%
KA
1046
Kovack Advisors
Florida
$442K +$129K +694 +44%
APW
1047
Aurora Private Wealth
New Jersey
$442K +$559 +3 +0.1%
KHC
1048
Koesten Hirschmann & Crabtree
Kansas
$441K – – –
EA
1049
Everpar Advisors
Oklahoma
$437K +$57.4K +308 +16%
CIA
1050
Cape Investment Advisory
Georgia
$436K +$74.3K +399 +22%
40 41
42
43 44