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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
676
Element Wealth
Mississippi
$89K -$79.2K -699 -47%
BA
677
Ballast Advisors
Minnesota
$86K – – –
MAWCM
678
Mine & Arao Wealth Creation & Management
California
$85K +$567 +5 +0.7%
RWM
679
Raffa Wealth Management
District of Columbia
$79.4K +$567 +5 +0.7%
GWS
680
Glassman Wealth Services
Virginia
$79K – – –
LB
681
Legacy Bridge
Iowa
$73K – – –
OIA
682
Optimum Investment Advisors
Illinois
$73K – – –
AWA
683
Arkadios Wealth Advisors
Georgia
$70.5K – – –
CAAS
684
Capital Asset Advisory Services
Michigan
$68K – – –
CIA
685
Choate Investment Advisors
Massachusetts
$68K +$68.2K +602 New
CIA
686
Cascade Investment Advisors
Oregon
$67.5K – – –
CCMIC
687
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$66K – – –
SQA
688
Simon Quick Advisors
New Jersey
$65K +$340 +3 +0.5%
CHAM
689
Clear Harbor Asset Management
Connecticut
$64.3K +$64.8K +572 New
KC
690
Knuff & Co
California
$60K +$60.1K +530 New
RFWA
691
RPg Family Wealth Advisory
Massachusetts
$59.6K – – –
TCM
692
TD Capital Management
Tennessee
$59K -$5.89K -52 -9%
SIAS
693
Shine Investment Advisory Services
Colorado
$59K – – –
SWM
694
Sugarloaf Wealth Management
Georgia
$59K +$9.75K +86 +19%
CA
695
Crewe Advisors
Utah
$56K -$259K -2,282 -82%
PFS
696
Prospera Financial Services
Texas
$55K +$55.8K +492 New
CFO
697
CVA Family Office
Colorado
$48K – – –
MIM
698
Macroview Investment Management
Maryland
$45K +$1.81K +16 +4%
ME
699
McIlrath & Eck
Washington
$44K – – –
SFSIG
700
San Francisco Sentry Investment Group
California
$44K – – –
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