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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
751
Windward Private Wealth Management
Kansas
$1.13M – – –
USCWA
752
U.S. Capital Wealth Advisors
Texas
$1.12M -$1.79M -9,241 -61%
HWM
753
Hohimer Wealth Management
Washington
$1.12M – – –
MBT
754
Montecito Bank & Trust
California
$1.12M -$25.2K -130 -2%
SIS
755
Sound Income Strategies
Florida
$1.11M -$1.96M -10,127 -63%
TFO
756
Tarbox Family Office
California
$1.11M – – –
WCM
757
WealthTrak Capital Management
Virginia
$1.1M +$339K +1,754 +43%
ACM
758
Absolute Capital Management
Pennsylvania
$1.1M +$319K +1,647 +40%
BFO
759
Boston Family Office
Massachusetts
$1.09M – – –
MFF
760
Michels Family Financial
Texas
$1.08M -$2.52K -13 -0.2%
CCB
761
Country Club Bank
Missouri
$1.08M +$11.6K +60 +1%
CD
762
Chapin Davis
Maryland
$1.08M -$17.4K -90 -2%
VVP
763
Venture Visionary Partners
Ohio
$1.07M +$103K +531 +10%
BSTWA
764
Blake Schutter Theil Wealth Advisors
Ohio
$1.06M – – –
SAG
765
SageView Advisory Group
California
$1.06M -$2.13K -11 -0.2%
ZF
766
Zhang Financial
Michigan
$1.06M -$5.42K -28 -0.5%
CAC
767
Certified Advisory Corp
Florida
$1.06M -$34.4K -178 -3%
CWM
768
Congress Wealth Management
Massachusetts
$1.06M +$1.07M +5,542 New
TWP
769
Tempus Wealth Planning
California
$1.05M +$499K +2,579 +88%
FPCG
770
Forum Private Client Group
Indiana
$1.05M -$9.87K -51 -0.9%
TCM
771
Triumph Capital Management
Colorado
$1.04M -$35.2K -182 -3%
LPAM
772
Lodestar Private Asset Management
California
$1.04M +$194 +1 +0%
RFA
773
Resurgent Financial Advisors
Georgia
$1.03M +$292K +1,509 +39%
PPW
774
PACK Private Wealth
Minnesota
$1.03M – – –
AA
775
Armis Advisers
Georgia
$1.03M -$256K -1,324 -20%
29 30
31
32 33