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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1076
HCR Wealth Advisors
California
$444K -$27.3K -136 -6%
AF
1077
Apollon Financial
South Carolina
$444K +$170K +846 +65%
AWM
1078
Aviso Wealth Management
Washington
$443K – – –
CCM
1079
Colorado Capital Management
Colorado
$441K – – –
TCM
1080
Triumph Capital Management
Colorado
$437K -$10.6K -53 -2%
MLL
1081
Moody Lynn & Lieberson
Massachusetts
$436K – – –
CPBTD
1082
Central Pacific Bank - Trust Division
Hawaii
$435K – – –
HIS
1083
Harvest Investment Services
Illinois
$432K -$4.02K -20 -0.9%
S
1084
SignatureFD
Georgia
$432K -$7.83K -39 -2%
CP
1085
Clarendon Private
Massachusetts
$431K +$1.81K +9 +0.4%
CCA
1086
Conservest Capital Advisors
Pennsylvania
$430K – – –
FB
1087
Fulton Bank
Pennsylvania
$429K +$96.6K +481 +30%
RCG
1088
Regatta Capital Group
California
$428K -$68.1K -339 -14%
BO
1089
Bank OZK
Arkansas
$427K +$34.7K +173 +9%
BSSFA
1090
Baron Silver Stevens Financial Advisors
Florida
$426K +$4.42K +22 +1%
LWM
1091
Lighthouse Wealth Management
Ohio
$425K – – –
WFAG
1092
Worth Financial Advisory Group
North Carolina
$424K -$31.7K -158 -7%
AFM
1093
Armstrong Fleming & Moore
District of Columbia
$423K – – –
IIC
1094
Ironwood Investment Counsel
Arizona
$422K -$201 -1 -0%
AGWCA
1095
Annis Gardner Whiting Capital Advisors
Florida
$420K – – –
KA
1096
Klingman & Associates
New York
$420K – – –
NRC
1097
New Republic Capital
North Carolina
$417K +$8.23K +41 +2%
SWM
1098
Shakespeare Wealth Management
Wisconsin
$417K – – –
NFA
1099
Northwest Financial Advisors
Virginia
$416K – – –
GAG
1100
GM Advisory Group
New York
$415K +$1.21K +6 +0.3%
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