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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
201
Spectrum Wealth Counsel
Indiana
$13.4M +$384K +2,023 +3%
OAM
202
Occidental Asset Management
California
$13.4M +$40.8K +215 +0.3%
WSFS
203
Wilmington Savings Fund Society
Delaware
$13.3M +$12M +63,136 +1,498%
LNWWM
204
Laird Norton Wetherby Wealth Management
California
$13.3M -$8.93K -47 -0.1%
BTI
205
Blue Trust Inc
Georgia
$13.1M +$287K +1,513 +2%
PWM
206
Perigon Wealth Management
California
$13M +$1.44M +7,568 +13%
BCI
207
Brinker Capital Investments
Pennsylvania
$12.9M +$1.08M +5,696 +10%
OPS
208
Orion Portfolio Solutions
Nebraska
$12.9M +$1.08M +5,696 +10%
BRWA
209
B. Riley Wealth Advisors
Florida
$12.8M -$264K -1,388 -2%
FAIM
210
Financial Advocates Investment Management
Washington
$12.8M -$953K -5,019 -7%
AWM
211
Avitas Wealth Management
California
$12.8M +$148K +781 +1%
BWM
212
BKM Wealth Management
Wisconsin
$12.7M -$257K -1,351 -2%
CFG
213
Citizens Financial Group
Rhode Island
$12.7M -$588K -3,096 -5%
CFG
214
Cosner Financial Group
Colorado
$12.7M -$48.6K -256 -0.4%
ASW
215
Astoria Strategic Wealth
Texas
$12.7M +$401K +2,112 +3%
JWCA
216
J.W. Cole Advisors
Florida
$12.6M +$231K +1,214 +2%
BPCE
217
Bank Pictet & Cie (Europe)
Germany
$12.4M – – –
TCM
218
Traynor Capital Management
Pennsylvania
$12.3M -$112K -589 -0.9%
KPWS
219
Kestra Private Wealth Services
Texas
$12.2M -$200K -1,053 -2%
ABC
220
Associated Banc-Corp
Wisconsin
$12.1M +$623K +3,279 +6%
BFM
221
Broadview Financial Management
Wisconsin
$11.9M +$270K +1,422 +2%
SWMP
222
Signature Wealth Management Partners
New Jersey
$11.9M +$398K +2,095 +4%
I
223
INVST
Indiana
$11.9M -$4.88M -25,666 -30%
RSWM
224
Robertson Stephens Wealth Management
California
$11.9M +$40.8K +215 +0.4%
GPA
225
Guidance Point Advisors
Massachusetts
$11.8M +$187K +982 +2%
7 8
9
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