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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
201
Integrity Alliance
Iowa
$13.2M +$13.7M +69,029 New
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1M -$238K -1,201 -2%
HCA
203
Heck Capital Advisors
Wisconsin
$13M +$7.87M +39,688 +139%
CFG
204
Cosner Financial Group
Colorado
$13M +$727K +3,664 +6%
BTI
205
Blue Trust Inc
Georgia
$12.9M -$842K -4,243 -6%
OAM
206
Occidental Asset Management
California
$12.8M -$171K -861 -1%
FHA
207
First Horizon Advisors
Tennessee
$12.7M +$1.43M +7,191 +12%
WSFS
208
Wilmington Savings Fund Society
Delaware
$12.6M -$290K -1,464 -2%
SWC
209
Spectrum Wealth Counsel
Indiana
$12.6M -$436K -2,196 -3%
IWM
210
IHT Wealth Management
Illinois
$12.5M -$554K -2,795 -4%
ASW
211
Astoria Strategic Wealth
Texas
$12.5M +$241K +1,216 +2%
SWMP
212
Signature Wealth Management Partners
New Jersey
$12.5M +$997K +5,025 +8%
AWM
213
Avitas Wealth Management
California
$12.5M +$78.7K +397 +0.6%
EL
214
EQ LLC
Washington
$12.4M +$5.27M +26,554 +69%
CFG
215
Citizens Financial Group
Rhode Island
$12.3M +$31.1K +157 +0.2%
ABC
216
Associated Banc-Corp
Wisconsin
$12.3M +$649K +3,274 +5%
BWM
217
BKM Wealth Management
Wisconsin
$12.3M -$65.1K -328 -0.5%
PP
218
Prosperity Planning
Missouri
$12.2M -$1.75M -8,827 -12%
I
219
INVST
Indiana
$12.2M +$669K +3,374 +6%
BCI
220
Brinker Capital Investments
Pennsylvania
$12.2M -$366K -1,844 -3%
OPS
221
Orion Portfolio Solutions
Nebraska
$12.2M -$366K -1,844 -3%
CFA
222
Camarda Financial Advisors
Florida
$12M +$12.5M +62,930 New
BEC
223
Blue Edge Capital
Virginia
$12M +$4.93M +24,842 +65%
BPCE
224
Bank Pictet & Cie (Europe)
Germany
$11.9M -$83.3K -420 -0.7%
TC
225
TownSquare Capital
Utah
$11.9M +$7.37M +37,136 +147%
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9
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