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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
726
LJI Wealth Management
Indiana
$498K -$33.5M -207,394 -98%
IWN
727
Independent Wealth Network
Iowa
$497K +$162 +1 +0%
BSWA
728
Bromfield Sneider Wealth Advisors
Massachusetts
$496K – – –
PFG
729
Pinnacle Financial Group
Illinois
$492K -$9.05K -56 -2%
WAM
730
WNY Asset Management
New York
$491K – – –
KFI
731
Key Financial Inc
Pennsylvania
$488K -$6.79K -42 -1%
LFG
732
Larson Financial Group
Missouri
$487K +$58.2K +360 +13%
SDAM
733
Shulman DeMeo Asset Management
New York
$487K – – –
SMA
734
Seven Mile Advisory
New Jersey
$486K +$511K +3,161 New
CCWM
735
Cassaday & Co Wealth Management
Virginia
$482K – – –
KA
736
Klingman & Associates
New York
$481K -$50.3K -311 -9%
SXL
737
Summit X LLC
Missouri
$479K -$90.5K -560 -15%
SWM
738
SeaCrest Wealth Management
New York
$477K -$8.08K -50 -2%
HFS
739
Heritage Financial Services
Massachusetts
$476K -$1.94K -12 -0.4%
BONH
740
Bank of New Hampshire
New Hampshire
$473K -$76.8K -475 -13%
TW
741
Towerpoint Wealth
California
$473K – – –
PTC
742
Private Trust Company
Ohio
$472K +$18.3K +113 +4%
APCM
743
Alaska Permanent Capital Management
Alaska
$469K – – –
E
744
ETFidea
New York
$468K -$9.86K -61 -2%
ES
745
Eagle Strategies
New York
$468K – – –
DT
746
Diversified Trust
Tennessee
$467K +$18.3K +113 +4%
IA
747
Insight Advisors
Pennsylvania
$462K -$57.1K -353 -11%
TTWM
748
TCV Trust & Wealth Management
Virginia
$460K – – –
OPW
749
Oxler Private Wealth
New York
$460K -$162 -1 -0%
VC
750
Veracity Capital
Georgia
$459K – – –
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30
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