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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
776
Diversified Trust
Tennessee
$366K +$362K +2,351 New
BCI
777
Brinker Capital Investments
Pennsylvania
$360K -$37.9K -246 -10%
IFWM
778
Institute for Wealth Management
Colorado
$360K -$19.4K -126 -5%
RG
779
Retirement Group
California
$359K +$127K +824 +56%
EWM
780
Empirical Wealth Management
Washington
$358K – – –
GGS
781
Galvin Gaustad & Stein
Arizona
$355K -$93.4K -607 -21%
MW
782
Milestone Wealth
New York
$355K – – –
OCPWS
783
One Charles Private Wealth Services
Massachusetts
$355K – – –
1CP
784
17 Capital Partners
Arizona
$354K – – –
PWA
785
Peterson Wealth Advisors
Utah
$353K -$76.2K -495 -18%
CFAM
786
Coury Firm Asset Management
Pennsylvania
$353K +$349K +2,267 New
CCA
787
Cottonwood Capital Advisors
Utah
$349K -$6.62K -43 -2%
HIS
788
Harvest Investment Services
Illinois
$349K -$154 -1 -0%
T2I
789
Turim 21 Investimentos
Brazil
$347K +$343K +2,227 New
TWM
790
Tradition Wealth Management
Minnesota
$346K +$462 +3 +0.1%
CCM
791
Colorado Capital Management
Colorado
$346K +$14K +91 +4%
VAFP
792
Vahanian & Associates Financial Planning
New York
$343K -$1.29M -8,413 -79%
BFA
793
Beaumont Financial Advisors
Massachusetts
$342K – – –
WB
794
Webster Bank
Connecticut
$342K +$293K +1,903 +647%
LJAC
795
L.J. Altfest & Co
New York
$340K -$6.77K -44 -2%
FEM
796
Fulcrum Equity Management
Texas
$339K +$335K +2,180 New
JFGIW
797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$338K -$103K -669 -24%
GA
798
Greenspring Advisors
Maryland
$338K -$36.3K -236 -10%
IFA
799
Interactive Financial Advisors
Illinois
$338K -$25.1K -163 -7%
XF
800
XML Financial
Maryland
$337K – – –
30 31
32
33 34