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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
776
Institute for Wealth Management
Colorado
$360K -$19.4K -126 -5%
RG
777
Retirement Group
California
$359K +$127K +824 +56%
EWM
778
Empirical Wealth Management
Washington
$358K – – –
GGS
779
Galvin Gaustad & Stein
Arizona
$355K -$93.4K -607 -21%
MW
780
Milestone Wealth
New York
$355K – – –
OCPWS
781
One Charles Private Wealth Services
Massachusetts
$355K – – –
1CP
782
17 Capital Partners
Arizona
$354K – – –
PWA
783
Peterson Wealth Advisors
Utah
$353K -$76.2K -495 -18%
CFAM
784
Coury Firm Asset Management
Pennsylvania
$353K +$349K +2,267 New
CCA
785
Cottonwood Capital Advisors
Utah
$349K -$6.62K -43 -2%
HIS
786
Harvest Investment Services
Illinois
$349K -$154 -1 -0%
T2I
787
Turim 21 Investimentos
Brazil
$347K +$343K +2,227 New
TWM
788
Tradition Wealth Management
Minnesota
$346K +$462 +3 +0.1%
CCM
789
Colorado Capital Management
Colorado
$346K +$14K +91 +4%
VAFP
790
Vahanian & Associates Financial Planning
New York
$343K -$1.29M -8,413 -79%
BFA
791
Beaumont Financial Advisors
Massachusetts
$342K – – –
WB
792
Webster Bank
Connecticut
$342K +$293K +1,903 +647%
LJAC
793
L.J. Altfest & Co
New York
$340K -$6.77K -44 -2%
FEM
794
Fulcrum Equity Management
Texas
$339K +$335K +2,180 New
JFGIW
795
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$338K -$103K -669 -24%
GA
796
Greenspring Advisors
Maryland
$338K -$36.3K -236 -10%
IFA
797
Interactive Financial Advisors
Illinois
$338K -$25.1K -163 -7%
XF
798
XML Financial
Maryland
$337K – – –
OC
799
Oarsman Capital
Wisconsin
$333K +$24.2K +157 +8%
PG
800
Patten Group
Tennessee
$333K +$329K +2,136 New
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