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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
201
Merit Financial Group
Georgia
$12.1M +$646K +3,545 +6%
FFA
202
Farther Finance Advisors
California
$12.1M +$2.75M +15,074 +29%
SWC
203
Spectrum Wealth Counsel
Indiana
$12M +$10.3M +56,375 +585%
BWM
204
BKM Wealth Management
Wisconsin
$12M +$383K +2,103 +3%
CFG
205
Cosner Financial Group
Colorado
$11.8M +$770K +4,227 +7%
AWM
206
Avitas Wealth Management
California
$11.7M +$1.27K +7 +0%
PCA
207
Prosperity Capital Advisors
Ohio
$11.7M +$2.29M +12,580 +24%
GL
208
Graypoint LLC
New York
$11.5M +$691K +3,794 +6%
JWCA
209
J.W. Cole Advisors
Florida
$11.4M -$177K -972 -2%
BPCE
210
Bank Pictet & Cie (Europe)
Germany
$11.4M -$528K -2,900 -4%
TCM
211
Traynor Capital Management
Pennsylvania
$11.4M -$598K -3,285 -5%
KPWS
212
Kestra Private Wealth Services
Texas
$11.4M +$1.9M +10,437 +20%
ASW
213
Astoria Strategic Wealth
Texas
$11.3M +$301K +1,651 +3%
GWAM
214
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.1M -$243K -1,335 -2%
RSWM
215
Robertson Stephens Wealth Management
California
$10.9M +$305K +1,676 +3%
BCI
216
Brinker Capital Investments
Pennsylvania
$10.9M +$861K +4,725 +9%
OPS
217
Orion Portfolio Solutions
Nebraska
$10.9M +$861K +4,725 +9%
BFM
218
Broadview Financial Management
Wisconsin
$10.7M +$115K +634 +1%
GPA
219
Guidance Point Advisors
Massachusetts
$10.7M +$1.03M +5,638 +11%
SC
220
Sierra Capital
Florida
$10.6M -$1.75M -9,619 -14%
PWM
221
Perigon Wealth Management
California
$10.6M +$951K +5,223 +10%
SWMP
222
Signature Wealth Management Partners
New Jersey
$10.6M +$520K +2,855 +5%
ABC
223
Associated Banc-Corp
Wisconsin
$10.5M +$8.2K +45 +0.1%
MA
224
Mutual Advisors
Nebraska
$10.5M +$928K +5,097 +10%
BSW
225
Buckingham Strategic Wealth
Missouri
$10.4M -$263K -1,446 -2%
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9
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