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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1076
Union Savings Bank
Connecticut
$428K – – –
JAG
1077
Journey Advisory Group
Kentucky
$428K – – –
DWM
1078
Dakota Wealth Management
Florida
$425K -$198 -1 -0%
JFG
1079
Jefferies Financial Group
New York
$425K – – –
AWM
1080
Aviso Wealth Management
Washington
$424K – – –
HWA
1081
HCR Wealth Advisors
California
$424K – – –
CFG
1082
Clayton Financial Group
Missouri
$424K -$16.7K -84 -4%
AIP
1083
Almanack Investment Partners
Pennsylvania
$423K -$23.8K -120 -5%
FH
1084
Financial Harvest
Florida
$423K +$439K +2,214 New
WFAG
1085
Worth Financial Advisory Group
North Carolina
$422K -$25.8K -130 -6%
PA
1086
Parkside Advisors
California
$422K +$17.5K +88 +4%
WFS
1087
WealthGarden F.S.
California
$420K +$84.7K +427 +24%
FA
1088
Fiducient Advisors
Illinois
$419K -$2.38K -12 -0.5%
SFWC
1089
Strategic Family Wealth Counselors
New Jersey
$418K +$153K +771 +54%
SFA
1090
Salus Financial Advisors
Colorado
$418K +$434K +2,190 New
AP
1091
Appleton Partners
Massachusetts
$418K +$180K +907 +71%
RRWA
1092
Rainey & Randall Wealth Advisors
Florida
$415K +$2.18K +11 +0.5%
WTB
1093
Washington Trust Bank
Washington
$414K +$58.5K +295 +16%
PP
1094
Postrock Partners
Oregon
$413K +$429K +2,165 New
IIC
1095
Ironwood Investment Counsel
Arizona
$413K +$32.7K +165 +8%
MLL
1096
Moody Lynn & Lieberson
Massachusetts
$412K +$139K +700 +48%
CTFG
1097
Capstone Triton Financial Group
Oklahoma
$412K -$1.78K -9 -0.4%
MMM
1098
Mendel Money Management
Illinois
$408K +$16.3K +82 +4%
ECA
1099
Elevated Capital Advisors
Utah
$408K -$59.9K -302 -12%
CFS
1100
Coordinated Financial Services
Colorado
$407K +$423K +2,133 New
42 43
44
45 46