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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
776
Okabena Investment Services
Minnesota
$308K – – –
HIIFS
777
Harel Insurance Investments & Financial Services
Israel
$306K – – –
VWA
778
Visionary Wealth Advisors
Illinois
$306K – – –
IFWM
779
Institute for Wealth Management
Colorado
$305K +$8.5K +60 +3%
IA
780
IFG Advisors
Missouri
$304K +$335K +2,364 New
CWM
781
Chesapeake Wealth Management
Virginia
$303K -$2.13K -15 -0.6%
VCA
782
Verdence Capital Advisors
Maryland
$302K +$333K +2,352 New
BCI
783
Brinker Capital Investments
Pennsylvania
$300K -$142 -1 -0%
FNBOSM
784
First National Bank of South Miami
Florida
$294K -$26.5K -187 -8%
KA
785
Klingman & Associates
New York
$294K – – –
WA
786
Wealth Alliance
New York
$293K -$22.2K -157 -6%
PWA
787
Peterson Wealth Advisors
Utah
$291K – – –
BWP
788
Baldwin Wealth Partners
Massachusetts
$290K -$17.7K -125 -5%
KIA
789
KCM Investment Advisors
California
$288K +$23.2K +164 +8%
PCIA
790
Prime Capital Investment Advisors
Kansas
$288K +$40K +282 +14%
AFS
791
Axiom Financial Strategies
Indiana
$287K -$220K -1,554 -41%
TWM
792
Tradition Wealth Management
Minnesota
$286K – – –
T2I
793
Turim 21 Investimentos
Brazil
$286K – – –
ADL
794
Asset Dedication LLC
California
$285K +$315K +2,221 New
CB
795
Cadence Bank
Mississippi
$284K +$313K +2,206 New
RRWA
796
Rainey & Randall Wealth Advisors
Florida
$283K -$150K -1,059 -32%
LJAC
797
L.J. Altfest & Co
New York
$283K +$1.98K +14 +0.6%
SAM
798
Silverhawk Asset Management
Arizona
$282K – – –
PG
799
Patten Group
Tennessee
$280K – – –
BFM
800
Boston Financial Management
Massachusetts
$279K – – –
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