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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
776
CWS Financial Advisors
Michigan
$356K – – –
IC
777
Intersect Capital
California
$351K – – –
IRAG
778
Investment Research & Advisory Group
Georgia
$350K – – –
ZF
779
Zhang Financial
Michigan
$350K +$3.25K +22 +0.9%
JFG
780
JMG Financial Group
Illinois
$347K +$87.4K +592 +31%
SSW
781
Stone Summit Wealth
Florida
$346K – – –
KWM
782
Keebeck Wealth Management
Illinois
$344K +$369K +2,499 New
FNBOSM
783
First National Bank of South Miami
Florida
$340K +$10.6K +72 +3%
E
784
ETFidea
New York
$338K – – –
CF
785
Centaurus Financial
California
$337K +$90.5K +613 +33%
WA
786
Wealth Alliance
New York
$335K -$3.95M -26,759 -92%
MYIA
787
Mount Yale Investment Advisors
Colorado
$335K -$51.2K -347 -12%
EPA
788
Element Pointe Advisors
Florida
$335K +$360K +2,440 New
EI
789
Ellevest Inc
New York
$332K +$2.21K +15 +0.6%
OC
790
Oarsman Capital
Wisconsin
$332K +$40.9K +277 +13%
OIS
791
Okabena Investment Services
Minnesota
$330K – – –
RG
792
Retirement Group
California
$330K +$14.2K +96 +4%
CIA
793
Capital Investment Advisors
Georgia
$328K +$56.5K +383 +19%
VWA
794
Visionary Wealth Advisors
Illinois
$327K – – –
BWP
795
Baldwin Wealth Partners
Massachusetts
$327K +$44.3K +300 +14%
CWM
796
Chesapeake Wealth Management
Virginia
$326K – – –
HIIFS
797
Harel Insurance Investments & Financial Services
Israel
$323K – – –
SFWA
798
Summit Financial Wealth Advisors
Louisiana
$322K +$335K +2,271 New
WA
799
Waverly Advisors
Alabama
$322K +$346K +2,341 New
BCI
800
Brinker Capital Investments
Pennsylvania
$321K +$3.1K +21 +0.9%
30 31
32
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