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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
651
Beaumont Financial Advisors
Massachusetts
$431K – – –
IFWM
652
Institute for Wealth Management
Colorado
$429K +$118K +800 +38%
OPW
653
Oxler Private Wealth
New York
$428K +$19.9K +135 +5%
VC
654
Veracity Capital
Georgia
$425K +$4.57K +31 +1%
4WM
655
4J Wealth Management
Virginia
$423K -$1.92K -13 -0.5%
CA
656
Claro Advisors
Massachusetts
$422K -$21.1K -143 -5%
LSAG
657
Lake Street Advisors Group
New Hampshire
$420K +$736 +5 +0.2%
WJWM
658
Williams Jones Wealth Management
New York
$419K +$137K +928 +49%
DWM
659
Darwin Wealth Management
Florida
$415K -$31.7K -215 -7%
SWM
660
Stockman Wealth Management
Montana
$413K – – –
PA
661
PFG Advisors
Arizona
$411K -$426K -2,891 -51%
ACP
662
Arcus Capital Partners
Georgia
$410K – – –
KF
663
Krilogy Financial
Missouri
$410K +$126K +857 +45%
PWA
664
Peterson Wealth Advisors
Utah
$406K -$147 -1 -0%
SEM
665
Strategic Equity Management
Arizona
$405K +$404K +2,741 New
GCA
666
Gradient Capital Advisors
California
$401K – – –
CIC
667
Carnegie Investment Counsel
Ohio
$398K – – –
CAI
668
Capital Advisors Inc
Oklahoma
$395K – – –
WI
669
Wintrust Investments
Illinois
$394K -$8.84K -60 -2%
FIB
670
First Interstate Bank
Montana
$394K +$394K +2,672 New
ST
671
Spinnaker Trust
Maine
$386K -$23.6K -160 -6%
WF
672
Welch & Forbes
Massachusetts
$384K -$30.9K -210 -7%
SSB
673
Sandy Spring Bank
Maryland
$384K -$7.37K -50 -2%
MC
674
Mathes Company
New York
$384K – – –
CPSAC
675
Chas P. Smith & Associates (CPS)
Florida
$384K +$19.1K +130 +5%
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