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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1201
Ironwood Investment Counsel
Arizona
$421K -$10.8K -50 -2%
VC
1202
Veery Capital
Delaware
$417K +$28.6K +132 +7%
LCA
1203
Legend Capital Advisors
New York
$416K – – –
SFA
1204
Salus Financial Advisors
Colorado
$415K – – –
AWM
1205
Aviso Wealth Management
Washington
$415K -$47.2K -218 -10%
CAG
1206
Curtis Advisory Group
California
$415K – – –
BBA
1207
BLB&B Advisors
Pennsylvania
$415K +$433 +2 +0.1%
PWP
1208
Perfromance Wealth Partners
Illinois
$414K +$1.3K +6 +0.3%
LLWM
1209
Life Line Wealth Management
California
$413K +$131K +606 +45%
BO
1210
Bank OZK
Arkansas
$412K -$5.63K -26 -1%
BHPW
1211
Beverly Hills Private Wealth
California
$409K -$60.8K -281 -13%
NA
1212
Novus Advisors
South Carolina
$409K +$69.5K +321 +20%
MA
1213
MONECO Advisors
Connecticut
$408K +$4.76K +22 +1%
TAM
1214
TCP Asset Management
Ohio
$408K +$29.9K +138 +8%
PCM
1215
Payne Capital Management
New York
$408K – – –
FB
1216
Fulton Bank
Pennsylvania
$408K – – –
LWM
1217
Level Wealth Management
North Carolina
$408K – – –
BBWP
1218
Beacon Bridge Wealth Partners
Pennsylvania
$406K +$6.06K +28 +1%
GFPC
1219
Global Financial Private Client
Florida
$406K +$116K +534 +38%
AF
1220
Affiance Financial
Minnesota
$405K – – –
MLL
1221
Moody Lynn & Lieberson
Massachusetts
$404K -$43.3K -200 -9%
CFS
1222
Compass Financial Services
Iowa
$403K +$5.2K +24 +1%
OPF
1223
Old Peak Finance
North Carolina
$403K – – –
EWS
1224
Evergreen Wealth Solutions
Pennsylvania
$402K +$412K +1,903 New
SWP
1225
ShoreHaven Wealth Partners
New Jersey
$400K -$34.2K -158 -8%
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50 51