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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
751
Members Wealth
Pennsylvania
$853K +$788K +4,325 New
IWA
752
Inspirion Wealth Advisors
Illinois
$852K – – –
RFA
753
Resurgent Financial Advisors
Georgia
$852K +$24K +132 +3%
NEWAS
754
N.E.W. Advisory Services
Wisconsin
$847K – – –
CAM
755
Clarity Asset Management
Iowa
$843K +$108K +593 +15%
VVP
756
Venture Visionary Partners
Ohio
$840K -$1.64K -9 -0.2%
CB
757
Community Bank
New York
$839K +$73.6K +404 +10%
BF
758
Blankinship & Foster
California
$837K -$8.93K -49 -1%
TA
759
TrueWealth Advisors
Alabama
$836K – – –
MA
760
MCF Advisors
Kentucky
$829K – – –
FCAS
761
First Command Advisory Services
Texas
$824K -$14.8K -81 -2%
MA
762
MKT Advisors
California
$818K – – –
AEPWM
763
Atlantic Edge Private Wealth Management
Florida
$816K – – –
CS
764
Capital Square
Tennessee
$816K +$10K +55 +1%
JFG
765
JMG Financial Group
Illinois
$815K -$71.8K -394 -8%
FFA
766
First Foundation Advisors
California
$815K +$132K +726 +19%
MSA
767
Marino Stram & Associates
Massachusetts
$814K -$17.3K -95 -2%
FWA
768
FSM Wealth Advisors
Ohio
$814K +$182 +1 +0%
GWS
769
Glassman Wealth Services
Virginia
$812K -$2.91K -16 -0.4%
CA
770
Continuum Advisory
Idaho
$806K -$391K -2,148 -33%
ZF
771
Zhang Financial
Michigan
$803K – – –
PMFA
772
Plante Moran Financial Advisors
Michigan
$793K -$118K -647 -13%
SCI
773
S&CO Inc
Massachusetts
$791K – – –
PCS
774
Personal CFO Solutions
New Jersey
$787K +$51.9K +285 +7%
TWM
775
TMD Wealth Management
Arizona
$783K – – –
29 30
31
32 33