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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
751
Visionary Wealth Advisors
Illinois
$363K -$47.1K -310 -12%
MFA
752
Mayflower Financial Advisors
Massachusetts
$362K +$304 +2 +0.1%
SFWA
753
Summit Financial Wealth Advisors
Louisiana
$361K +$345K +2,271 New
EWM
754
Empirical Wealth Management
Washington
$360K +$15.1K +99 +5%
RCG
755
Regatta Capital Group
California
$360K +$349K +2,296 New
CCA
756
Cottonwood Capital Advisors
Utah
$358K +$347K +2,283 New
OCPWS
757
One Charles Private Wealth Services
Massachusetts
$357K – – –
1CP
758
17 Capital Partners
Arizona
$356K +$7.6K +50 +2%
MW
759
Milestone Wealth
New York
$355K +$344K +2,265 New
HIS
760
Harvest Investment Services
Illinois
$351K -$152 -1 -0%
LJAC
761
L.J. Altfest & Co
New York
$349K +$1.37K +9 +0.4%
TWM
762
Tradition Wealth Management
Minnesota
$348K +$104K +682 +44%
BFA
763
Beaumont Financial Advisors
Massachusetts
$344K -$19K -125 -5%
WMS
764
Wealth Management Solutions
Pennsylvania
$344K +$334K +2,197 New
ST
765
Sabal Trust
Florida
$343K +$14.3K +94 +4%
XF
766
XML Financial
Maryland
$339K +$152 +1 +0%
CCM
767
Colorado Capital Management
Colorado
$335K – – –
WCG
768
Weaver Consulting Group
California
$332K +$322K +2,120 New
HTC
769
Haverford Trust Company
Pennsylvania
$330K – – –
DIA
770
Dean Investment Associates
Ohio
$330K +$321K +2,110 New
GIA
771
Goodwin Investment Advisory
Georgia
$328K -$25.5K -168 -7%
SIC
772
Samalin Investment Counsel
New York
$327K +$1.37K +9 +0.4%
CIAS
773
Capital Investment Advisory Services
North Carolina
$326K -$283K -1,860 -47%
BWP
774
Baldwin Wealth Partners
Massachusetts
$326K – – –
KIA
775
KCM Investment Advisors
California
$325K – – –
29 30
31
32 33