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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
651
Squar Milner Financial Services
California
$52K – – –
BC
652
Barnett & Company
Tennessee
$51K – – –
PAI
653
Pittenger & Anderson Inc
Nebraska
$51K – – –
PMFA
654
Plante Moran Financial Advisors
Michigan
$50K – – –
SWP
655
Strategic Wealth Partners
Ohio
$50K +$33.3K +304 +174%
ME
656
McIlrath & Eck
Washington
$49K -$30.5K -279 -37%
CBT
657
Capital Bank & Trust
California
$49K – – –
IC
658
Inscription Capital
Texas
$48K +$51.9K +474 New
TWA
659
TCI Wealth Advisors
Arizona
$43K -$16.1K -147 -26%
RFA
660
Reilly Financial Advisors
California
$43K – – –
AOWM
661
Alpha Omega Wealth Management
Virginia
$42K – – –
TCOV
662
Trust Company of Vermont
Vermont
$41K +$547 +5 +1%
CC
663
Claybrook Capital
Massachusetts
$39K +$42.6K +389 New
WDL
664
Well Done LLC
Michigan
$39K +$42.6K +389 New
NL
665
NVWM LLC
Pennsylvania
$36K +$39.2K +358 New
SBL
666
Sargent Bickham Lagudis
Colorado
$35K +$219 +2 +0.6%
DWM
667
Doyle Wealth Management
Florida
$34K +$36.4K +333 New
OFW
668
Omnia Family Wealth
Florida
$32K – – –
FPS
669
Fieldpoint Private Securities
Connecticut
$31K – – –
ESB
670
Essex Savings Bank
Connecticut
$30K +$32.5K +297 New
JFA
671
JNBA Financial Advisors
Minnesota
$29K -$14.4K -132 -31%
FFW
672
Fusion Family Wealth
New York
$29K – – –
BWL
673
Bogart Wealth LLC
Virginia
$29K +$31.5K +288 New
MA
674
MCF Advisors
Kentucky
$27K – – –
EWA
675
ERTS Wealth Advisors
Michigan
$27K +$29.6K +271 New
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