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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
201
LBMC Investment Advisors
Tennessee
$6.47M +$567K +4,209 +10%
AAS
202
Avantax Advisory Services
Texas
$6.43M +$195K +1,445 +3%
BC
203
Bartlett & Co
Ohio
$6.27M -$312K -2,321 -5%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$6.27M -$312K -2,321 -5%
CWM
205
Cranbrook Wealth Management
Michigan
$6.23M -$310K -2,303 -5%
JFA
206
Johanson Financial Advisors
California
$6.18M -$1.62K -12 -0%
SWM
207
Soundmark Wealth Management
Washington
$6.16M – – –
RWM
208
RKL Wealth Management
Pennsylvania
$6.14M -$207K -1,540 -3%
EWA
209
Exencial Wealth Advisors
Oklahoma
$6.12M -$39.9K -296 -0.7%
SHIM
210
Stone House Investment Management
Pennsylvania
$6.02M – – –
WAS
211
Wealth Advisory Solutions
Indiana
$6M +$899K +6,680 +19%
CFG
212
Citizens Financial Group
Rhode Island
$5.99M -$5.12K -38 -0.1%
EFSCE
213
Enterprise Financial Services Corp (EFSC)
Missouri
$5.88M +$95.7K +711 +2%
FWP
214
FAS Wealth Partners
Kansas
$5.84M +$224K +1,662 +4%
KPWG
215
KFA Private Wealth Group
Virginia
$5.79M +$251K +1,864 +5%
SNT
216
Security National Trust
West Virginia
$5.7M +$283K +2,102 +5%
BCM
217
Brookstone Capital Management
Illinois
$5.6M +$2.61M +19,408 +96%
GPA
218
Guidance Point Advisors
Massachusetts
$5.57M +$148K +1,102 +3%
SWMP
219
Signature Wealth Management Partners
New Jersey
$5.53M +$141K +1,047 +3%
SWP
220
Stratos Wealth Partners
Ohio
$5.45M +$1.04M +7,721 +25%
BSW
221
Buckingham Strategic Wealth
Missouri
$5.42M -$645K -4,792 -11%
EWA
222
EP Wealth Advisors
California
$5.42M -$29.4K -218 -0.6%
UAS
223
United Asset Strategies
New York
$5.34M +$84.7K +629 +2%
BOTW
224
Bank of the West
California
$5.23M -$5.52K -41 -0.1%
PFPT
225
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.18M +$93.7K +696 +2%
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