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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
AE Wealth Management
Kansas
$12.9M +$6.93M +45,075 +129%
EA
152
Efficient Advisors
Ohio
$12.9M -$1.23M -8,001 -9%
WP
153
WealthPLAN Partners
Nebraska
$12.8M +$59.7K +388 +0.5%
AIA
154
Alera Investment Advisors
Illinois
$12.6M +$129K +838 +1%
LWA
155
LWS Wealth Advisors
New Jersey
$12.6M +$395K +2,565 +3%
PP
156
Prosperity Planning
Missouri
$12.5M +$702K +4,564 +6%
CFO
157
Callan Family Office
Pennsylvania
$12.5M -$7.69K -50 -0.1%
MWM
158
Modera Wealth Management
New Jersey
$12.3M +$1.5M +9,770 +15%
CFP
159
Catalyst Financial Partners
Massachusetts
$12.1M +$1.13M +7,337 +11%
EPP
160
ETF Portfolio Partners
Kansas
$11.9M -$153K -997 -1%
FAIM
161
Financial Advocates Investment Management
Washington
$11.9M -$462K -3,001 -4%
IWMWV
162
Ironwood Wealth Management (West Virginia)
West Virginia
$11.7M -$68.8K -447 -0.6%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M -$1.92M -12,498 -15%
PW
164
Peninsula Wealth
California
$11.7M +$29.8K +194 +0.3%
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$11.6M -$481K -3,129 -4%
GRP
166
Global Retirement Partners
California
$11.5M -$682K -4,435 -6%
AAP
167
Arax Advisory Partners
Colorado
$11.5M +$9.22M +59,928 +534%
BPA
168
Beacon Pointe Advisors
California
$11.3M +$852K +5,540 +9%
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$11.1M – – –
AWS
170
Atria Wealth Solutions
New York
$11M -$198K -1,289 -2%
CS
171
Comerica Securities
Michigan
$11M +$274K +1,781 +3%
OIA
172
OneDigital Investment Advisors
Kansas
$10.8M -$247K -1,606 -2%
JWCA
173
J.W. Cole Advisors
Florida
$10.7M +$321K +2,084 +3%
CFG
174
Citizens Financial Group
Rhode Island
$10.7M -$559K -3,635 -5%
GWAM
175
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.7M +$271K +1,763 +3%
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