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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
776
Atlas Private Wealth Advisors
New Jersey
$133K – – –
MF
777
Manchester Financial
California
$128K – – –
FCMT
778
Founders Capital Management (Texas)
Texas
$119K +$112K +930 New
BFEC
779
Benjamin F. Edwards & Company
Missouri
$116K -$82.6K -683 -43%
BWM
780
BerganKDV Wealth Management
Minnesota
$116K -$1.45K -12 -1%
LWA
781
Lenox Wealth Advisors
New York
$110K – – –
SAS
782
Stelac Advisory Services
New York
$110K +$104K +858 New
CHA
783
Carmichael Hill & Associates
Maryland
$107K – – –
BA
784
Ballast Advisors
Minnesota
$106K +$7.26K +60 +8%
LC
785
Lindbrook Capital
California
$101K -$19.2K -159 -17%
MAWCM
786
Mine & Arao Wealth Creation & Management
California
$97K +$605 +5 +0.7%
EW
787
Element Wealth
Mississippi
$95K -$6.05K -50 -6%
RWM
788
Raffa Wealth Management
District of Columbia
$91K +$605 +5 +0.7%
GWS
789
Glassman Wealth Services
Virginia
$90K – – –
LB
790
Legacy Bridge
Iowa
$83K – – –
PAI
791
Pittenger & Anderson Inc
Nebraska
$80K +$30.2K +250 +67%
TF
792
Tompkins Financial
New York
$79K -$30.5K -252 -29%
BSSFA
793
Baron Silver Stevens Financial Advisors
Florida
$79K +$75.3K +623 New
CAAS
794
Capital Asset Advisory Services
Michigan
$78K – – –
RDFA
795
Ritter Daniher Financial Advisory
Ohio
$77K +$72.6K +600 New
CIA
796
Cascade Investment Advisors
Oregon
$76.8K – – –
CWA
797
Clearview Wealth Advisors
Oregon
$75K +$70.9K +586 New
KC
798
Knuff & Co
California
$68K – – –
RFWA
799
RPg Family Wealth Advisory
Massachusetts
$67.9K – – –
TAM
800
Tucker Asset Management
Colorado
$67.7K +$64K +529 New
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