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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
176
Keel Point
Alabama
$5.92M -$93.6K -774 -2%
FMW
177
Farr Miller & Washington
District of Columbia
$5.86M +$143K +1,184 +3%
WWM
178
Western Wealth Management
Colorado
$5.81M -$924K -7,636 -14%
RWM
179
RKL Wealth Management
Pennsylvania
$5.76M -$423K -3,501 -7%
GL
180
Graypoint LLC
New York
$5.76M -$1.53M -12,664 -22%
CCC
181
Crescent Capital Consulting
Louisiana
$5.76M +$5.44M +44,998 New
AAS
182
Avantax Advisory Services
Texas
$5.64M -$7.91M -65,423 -60%
LWA
183
LWS Wealth Advisors
New Jersey
$5.59M -$87.1K -720 -2%
EWA
184
Exencial Wealth Advisors
Oklahoma
$5.58M -$356K -2,946 -6%
SWM
185
Soundmark Wealth Management
Washington
$5.58M +$5.27M +43,588 New
BSW
186
Buckingham Strategic Wealth
Missouri
$5.53M +$39.3K +325 +0.8%
JFA
187
Johanson Financial Advisors
California
$5.5M +$104K +858 +2%
PP
188
Prosperity Planning
Missouri
$5.44M +$5.14M +42,470 New
CFG
189
Citizens Financial Group
Rhode Island
$5.43M -$69.3K -573 -1%
SAM
190
Securian Asset Management
Minnesota
$5.42M +$484K +4,000 +10%
LIA
191
LS Investment Advisors
Michigan
$5.36M – – –
AIG
192
American International Group
New York
$5.36M -$6.28M -51,920 -55%
LIA
193
LBMC Investment Advisors
Tennessee
$5.32M +$8.83K +73 +0.2%
TS
194
Tamar Securities
California
$5.28M -$147K -1,214 -3%
EFSCE
195
Enterprise Financial Services Corp (EFSC)
Missouri
$5.24M -$120K -991 -2%
CA
196
Cetera Advisors
Colorado
$5.21M -$120K -990 -2%
FWP
197
FAS Wealth Partners
Kansas
$5.08M +$233K +1,923 +5%
KPWG
198
KFA Private Wealth Group
Virginia
$5.01M +$123K +1,020 +3%
EWA
199
EP Wealth Advisors
California
$4.94M -$392K -3,238 -8%
GPA
200
Guidance Point Advisors
Massachusetts
$4.91M +$342K +2,831 +8%
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