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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$429K +$118K +800 +38%
OPW
652
Oxler Private Wealth
New York
$428K +$19.9K +135 +5%
VC
653
Veracity Capital
Georgia
$425K +$4.57K +31 +1%
4WM
654
4J Wealth Management
Virginia
$423K -$1.92K -13 -0.5%
CA
655
Claro Advisors
Massachusetts
$422K -$21.1K -143 -5%
LSAG
656
Lake Street Advisors Group
New Hampshire
$420K +$736 +5 +0.2%
WJWM
657
Williams Jones Wealth Management
New York
$419K +$137K +928 +49%
DWM
658
Darwin Wealth Management
Florida
$415K -$31.7K -215 -7%
SWM
659
Stockman Wealth Management
Montana
$413K – – –
PA
660
PFG Advisors
Arizona
$411K -$426K -2,891 -51%
ACP
661
Arcus Capital Partners
Georgia
$410K – – –
KF
662
Krilogy Financial
Missouri
$410K +$126K +857 +45%
PWA
663
Peterson Wealth Advisors
Utah
$406K -$147 -1 -0%
SEM
664
Strategic Equity Management
Arizona
$405K +$404K +2,741 New
GCA
665
Gradient Capital Advisors
California
$401K – – –
CIC
666
Carnegie Investment Counsel
Ohio
$398K – – –
CAI
667
Capital Advisors Inc
Oklahoma
$395K – – –
WI
668
Wintrust Investments
Illinois
$394K -$8.84K -60 -2%
FIB
669
First Interstate Bank
Montana
$394K +$394K +2,672 New
ST
670
Spinnaker Trust
Maine
$386K -$23.6K -160 -6%
WF
671
Welch & Forbes
Massachusetts
$384K -$30.9K -210 -7%
SSB
672
Sandy Spring Bank
Maryland
$384K -$7.37K -50 -2%
MC
673
Mathes Company
New York
$384K – – –
CPSAC
674
Chas P. Smith & Associates (CPS)
Florida
$384K +$19.1K +130 +5%
WSFS
675
Wilmington Savings Fund Society
Delaware
$383K – – –
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