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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
651
Howe & Rusling
New York
$113K – – –
KPW
652
Kore Private Wealth
New York
$110K – – –
MMG
653
Monetary Management Group
Missouri
$110K +$136K +1,142 New
LGWM
654
Litman Gregory Wealth Management
California
$108K -$1.19K -10 -0.9%
WCG
655
Weaver Consulting Group
California
$108K – – –
DSC
656
Duncker Streett & Co
Missouri
$105K -$35.7K -300 -22%
BCA
657
Berman Capital Advisors
Georgia
$96K – – –
MF
658
Manchester Financial
California
$96K – – –
BWM
659
BerganKDV Wealth Management
Minnesota
$88K – – –
GSWM
660
Golden State Wealth Management
California
$86K -$489K -4,113 -82%
TF
661
Tompkins Financial
New York
$84K -$28.7K -241 -22%
LWA
662
Lenox Wealth Advisors
New York
$83K -$169K -1,421 -62%
CHA
663
Carmichael Hill & Associates
Maryland
$81K – – –
CAAS
664
Capital Asset Advisory Services
Michigan
$79K -$5.36K -45 -5%
BA
665
Ballast Advisors
Minnesota
$74K – – –
MAWCM
666
Mine & Arao Wealth Creation & Management
California
$71K +$11.9K +100 +16%
GWS
667
Glassman Wealth Services
Virginia
$68K +$13.4K +113 +19%
RWM
668
Raffa Wealth Management
District of Columbia
$66.5K – – –
AWM
669
Atticus Wealth Management
Florida
$65K -$48.9K -411 -38%
LB
670
Legacy Bridge
Iowa
$63K -$35K -294 -31%
OIA
671
Optimum Investment Advisors
Illinois
$63K – – –
PMFA
672
Plante Moran Financial Advisors
Michigan
$60K +$15.1K +127 +26%
AWA
673
Arkadios Wealth Advisors
Georgia
$58.1K – – –
CIA
674
Cascade Investment Advisors
Oregon
$57.8K – – –
KFI
675
Key Financial Inc
Pennsylvania
$56K +$67.9K +571 New
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