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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
701
Wealthcare Capital Management
Virginia
$196K – – –
EW
702
Element Wealth
Mississippi
$194K +$185K +1,490 New
GAM
703
Gemmer Asset Management
California
$193K -$5.35K -43 -3%
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$188K +$61.7K +496 +52%
FCMT
705
Founders Capital Management (Texas)
Texas
$186K -$18.7K -150 -9%
DSC
706
Duncker Streett & Co
Missouri
$182K +$174K +1,395 New
CAL
707
Capital Advisors Ltd
Ohio
$173K -$1.25M -10,032 -88%
SIAS
708
Shine Investment Advisory Services
Colorado
$173K +$65.8K +529 +66%
CFG
709
Capstone Financial Group
Oklahoma
$173K +$165K +1,326 New
HR
710
Howe & Rusling
New York
$152K – – –
CFFP
711
Center for Financial Planning
Michigan
$150K +$143K +1,151 New
KPW
712
Kore Private Wealth
New York
$149K +$142K +1,142 New
LGWM
713
Litman Gregory Wealth Management
California
$148K +$1.24K +10 +0.9%
TF
714
Tompkins Financial
New York
$145K – – –
JSC
715
Jackson Square Capital
California
$143K +$137K +1,097 New
AWM
716
Atticus Wealth Management
Florida
$141K +$135K +1,083 New
JWA
717
JFS Wealth Advisors
Pennsylvania
$139K – – –
WCG
718
Weaver Consulting Group
California
$133K – – –
BCA
719
Berman Capital Advisors
Georgia
$130K – – –
MF
720
Manchester Financial
California
$130K +$124K +1,000 New
LB
721
Legacy Bridge
Iowa
$123K – – –
BWM
722
BerganKDV Wealth Management
Minnesota
$118K +$37.6K +302 +50%
CAAS
723
Capital Asset Advisory Services
Michigan
$109K +$103K +831 New
CHA
724
Carmichael Hill & Associates
Maryland
$109K +$104K +839 New
CCA
725
Column Capital Advisors
Indiana
$107K +$103K +827 New
27 28
29
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