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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
176
Johanson Financial Advisors
California
$4.82M +$227 +2 +0%
BSW
177
Buckingham Strategic Wealth
Missouri
$4.82M -$50K -441 -1%
TS
178
Tamar Securities
California
$4.78M +$2.4M +21,207 +100%
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$4.71M -$17.8K -157 -0.4%
LIA
180
LS Investment Advisors
Michigan
$4.71M – – –
EWA
181
EP Wealth Advisors
California
$4.7M -$510K -4,498 -10%
CA
182
Cetera Advisors
Colorado
$4.69M +$459K +4,053 +11%
LIA
183
LBMC Investment Advisors
Tennessee
$4.67M +$24.8K +219 +0.5%
GWM
184
Geneos Wealth Management
Colorado
$4.54M +$318K +2,807 +7%
ST
185
Smithfield Trust
Pennsylvania
$4.46M -$89K -785 -2%
CA
186
Clearstead Advisors
Ohio
$4.34M +$5.89K +52 +0.1%
SAM
187
Securian Asset Management
Minnesota
$4.31M +$408K +3,600 +10%
BOTW
188
Bank of the West
California
$4.3M -$142K -1,249 -3%
KPWG
189
KFA Private Wealth Group
Virginia
$4.29M +$185K +1,636 +4%
UAS
190
United Asset Strategies
New York
$4.25M -$135K -1,192 -3%
FWP
191
FAS Wealth Partners
Kansas
$4.25M -$33.4K -295 -0.8%
TIM
192
Tortoise Investment Management
New York
$4.25M -$227K -2,000 -5%
NA
193
Nottingham Advisors
New York
$4.21M -$14.1K -124 -0.3%
SNT
194
Security National Trust
West Virginia
$4.19M +$53.8K +475 +1%
AWM
195
Avior Wealth Management
Nebraska
$4.13M -$73.9K -652 -2%
BRWA
196
B. Riley Wealth Advisors
Florida
$4.09M +$640K +5,647 +18%
GPA
197
Guidance Point Advisors
Massachusetts
$3.99M -$417K -3,682 -9%
PFPT
198
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.97M +$202K +1,785 +5%
HWA
199
Hilltop Wealth Advisors
North Carolina
$3.9M +$193K +1,699 +5%
SSW
200
Smith Shellnut Wilson
Mississippi
$3.8M -$383K -3,376 -89%
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