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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
151
Flow Traders U.S.
New York
$11.1M +$10.8M +71,113 New
SAM
152
Stone Asset Management
Texas
$11.1M +$10.8M +70,708 New
OAM
153
Occidental Asset Management
California
$11.1M +$141K +927 +1%
CS
154
Comerica Securities
Michigan
$11M -$555K -3,648 -5%
PW
155
Peninsula Wealth
California
$10.9M +$37K +243 +0.3%
ACG
156
Arch Capital Group
Bermuda
$10.7M -$13.3M -87,481 -56%
HWIS
157
Hancock Whitney Investment Services
Louisiana
$10.7M +$10.4M +68,154 New
EPP
158
ETF Portfolio Partners
Kansas
$10.4M -$13.7K -90 -0.1%
LWA
159
LWS Wealth Advisors
New Jersey
$10.2M +$186K +1,220 +2%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2M +$689K +4,530 +7%
BZWA
161
Blue Zone Wealth Advisors
California
$10.2M -$1.25M -8,234 -11%
TPCW
162
TD Private Client Wealth
New York
$10.1M -$816K -5,367 -8%
MGIA
163
Matthew Goff Investment Advisor
Texas
$10M -$1.22M -8,020 -11%
GW
164
GW & Wade
Massachusetts
$10M -$2.54M -16,702 -21%
BFM
165
Broadview Financial Management
Wisconsin
$9.95M +$19.2K +126 +0.2%
PP
166
Prosperity Planning
Missouri
$9.94M +$930K +6,114 +11%
TS
167
Tamar Securities
California
$9.83M +$260K +1,710 +3%
5L
168
55I LLC
Massachusetts
$9.82M +$3.29M +21,610 +53%
AIA
169
Alera Investment Advisors
Illinois
$9.7M -$32.4K -213 -0.3%
CP
170
Coho Partners
Pennsylvania
$9.62M +$9.34M +61,409 New
CCC
171
Crescent Capital Consulting
Louisiana
$9.54M +$400K +2,628 +5%
MWM
172
Modera Wealth Management
New Jersey
$9.35M +$91.4K +601 +1%
AIM
173
Acropolis Investment Management
Missouri
$9.15M -$85.3K -561 -1%
RIG
174
RiverFront Investment Group
Virginia
$9.06M +$279K +1,835 +3%
WJA
175
Willis Johnson & Associates
Texas
$8.98M -$4.52M -29,726 -34%
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