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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1076
Bellwether Advisors
Nebraska
$449K +$36K +179 +9%
AWA
1077
Acorn Wealth Advisors
Michigan
$447K +$435K +2,166 New
PWCM
1078
Processus Wealth & Capital Management
Tennessee
$447K -$464K -2,309 -52%
HWA
1079
HCR Wealth Advisors
California
$444K -$27.3K -136 -6%
AF
1080
Apollon Financial
South Carolina
$444K +$170K +846 +65%
AWM
1081
Aviso Wealth Management
Washington
$443K – – –
CCM
1082
Colorado Capital Management
Colorado
$441K – – –
TCM
1083
Triumph Capital Management
Colorado
$437K -$10.6K -53 -2%
MLL
1084
Moody Lynn & Lieberson
Massachusetts
$436K – – –
CPBTD
1085
Central Pacific Bank - Trust Division
Hawaii
$435K – – –
HIS
1086
Harvest Investment Services
Illinois
$432K -$4.02K -20 -0.9%
S
1087
SignatureFD
Georgia
$432K -$7.83K -39 -2%
CP
1088
Clarendon Private
Massachusetts
$431K +$1.81K +9 +0.4%
CCA
1089
Conservest Capital Advisors
Pennsylvania
$430K – – –
FB
1090
Fulton Bank
Pennsylvania
$429K +$96.6K +481 +30%
RCG
1091
Regatta Capital Group
California
$428K -$68.1K -339 -14%
BO
1092
Bank OZK
Arkansas
$427K +$34.7K +173 +9%
BSSFA
1093
Baron Silver Stevens Financial Advisors
Florida
$426K +$4.42K +22 +1%
LWM
1094
Lighthouse Wealth Management
Ohio
$425K – – –
WFAG
1095
Worth Financial Advisory Group
North Carolina
$424K -$31.7K -158 -7%
AFM
1096
Armstrong Fleming & Moore
District of Columbia
$423K – – –
IIC
1097
Ironwood Investment Counsel
Arizona
$422K -$201 -1 -0%
AGWCA
1098
Annis Gardner Whiting Capital Advisors
Florida
$420K – – –
KA
1099
Klingman & Associates
New York
$420K – – –
NRC
1100
New Republic Capital
North Carolina
$417K +$8.23K +41 +2%
42 43
44
45 46