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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
776
Manchester Financial
California
$128K – – –
FCMT
777
Founders Capital Management (Texas)
Texas
$119K +$112K +930 New
BFEC
778
Benjamin F. Edwards & Company
Missouri
$116K -$82.6K -683 -43%
BWM
779
BerganKDV Wealth Management
Minnesota
$116K -$1.45K -12 -1%
LWA
780
Lenox Wealth Advisors
New York
$110K – – –
SAS
781
Stelac Advisory Services
New York
$110K +$104K +858 New
CHA
782
Carmichael Hill & Associates
Maryland
$107K – – –
BA
783
Ballast Advisors
Minnesota
$106K +$7.26K +60 +8%
LC
784
Lindbrook Capital
California
$101K -$19.2K -159 -17%
MAWCM
785
Mine & Arao Wealth Creation & Management
California
$97K +$605 +5 +0.7%
EW
786
Element Wealth
Mississippi
$95K -$6.05K -50 -6%
RWM
787
Raffa Wealth Management
District of Columbia
$91K +$605 +5 +0.7%
GWS
788
Glassman Wealth Services
Virginia
$90K – – –
LB
789
Legacy Bridge
Iowa
$83K – – –
PAI
790
Pittenger & Anderson Inc
Nebraska
$80K +$30.2K +250 +67%
TF
791
Tompkins Financial
New York
$79K -$30.5K -252 -29%
BSSFA
792
Baron Silver Stevens Financial Advisors
Florida
$79K +$75.3K +623 New
CAAS
793
Capital Asset Advisory Services
Michigan
$78K – – –
RDFA
794
Ritter Daniher Financial Advisory
Ohio
$77K +$72.6K +600 New
CIA
795
Cascade Investment Advisors
Oregon
$76.8K – – –
CWA
796
Clearview Wealth Advisors
Oregon
$75K +$70.9K +586 New
KC
797
Knuff & Co
California
$68K – – –
RFWA
798
RPg Family Wealth Advisory
Massachusetts
$67.9K – – –
TAM
799
Tucker Asset Management
Colorado
$67.7K +$64K +529 New
TCM
800
TD Capital Management
Tennessee
$67K +$363 +3 +0.6%
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