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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
201
First Merchants Corp
Indiana
$18.4M +$200K +954 +1%
CFG
202
Cosner Financial Group
Colorado
$18.4M +$522K +2,491 +3%
WP
203
WealthShield Partners
North Carolina
$18.1M +$4.25M +20,296 +31%
HWM
204
Hemming & Wealth Management
Michigan
$18.1M +$17.9M +85,458 New
MGIA
205
Matthew Goff Investment Advisor
Texas
$17.9M -$100K -477 -0.6%
SC
206
Savant Capital
Illinois
$17.7M -$416K -1,983 -2%
BHWM
207
Bay Harbor Wealth Management
Maryland
$17.6M +$5.24M +25,010 +43%
MCM
208
M1 Capital Management
Michigan
$17.2M +$281K +1,342 +2%
MWM
209
McNaughton Wealth Management
California
$17.1M +$3.95M +18,841 +31%
SC
210
Saiph Capital
New Jersey
$16.9M -$1.56M -7,450 -9%
MC
211
McMorgan & Co
California
$16.8M -$189K -903 -1%
DWM
212
Diversify Wealth Management
Utah
$16.6M +$16.1M +76,726 New
TNBTD
213
Trustmark National Bank Trust Department
Mississippi
$16.2M +$105K +500 +0.7%
RFA
214
RTD Financial Advisors
Pennsylvania
$16.2M -$574K -2,739 -3%
CA
215
CoreCap Advisors
Michigan
$16.1M +$2.35M +11,236 +17%
JWCA
216
J.W. Cole Advisors
Florida
$16M +$850K +4,056 +5%
ISWM
217
Independent Solutions Wealth Management
New York
$15.9M -$595K -2,837 -4%
MWM
218
Modera Wealth Management
New Jersey
$15.9M -$346K -1,649 -2%
AWA
219
Arkadios Wealth Advisors
Georgia
$15.9M +$2.84M +13,561 +22%
EFG
220
Elevated Financial Group
Indiana
$15.8M +$15.6M +74,642 New
ASW
221
Astoria Strategic Wealth
Texas
$15.8M +$242K +1,153 +2%
BEC
222
Blue Edge Capital
Virginia
$15.7M +$1.12M +5,325 +8%
HWM
223
Horizon Wealth Management
Illinois
$15.6M +$320K +1,529 +2%
IW
224
Instrumental Wealth
Florida
$15.6M +$836K +3,990 +6%
CAG
225
Csenge Advisory Group
Florida
$15.6M +$2.33M +11,137 +18%
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