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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
776
Visionary Wealth Advisors
Illinois
$306K – – –
IFWM
777
Institute for Wealth Management
Colorado
$305K +$8.5K +60 +3%
IA
778
IFG Advisors
Missouri
$304K +$335K +2,364 New
CWM
779
Chesapeake Wealth Management
Virginia
$303K -$2.13K -15 -0.6%
VCA
780
Verdence Capital Advisors
Maryland
$302K +$333K +2,352 New
BCI
781
Brinker Capital Investments
Pennsylvania
$300K -$142 -1 -0%
FNBOSM
782
First National Bank of South Miami
Florida
$294K -$26.5K -187 -8%
KA
783
Klingman & Associates
New York
$294K – – –
WA
784
Wealth Alliance
New York
$293K -$22.2K -157 -6%
PWA
785
Peterson Wealth Advisors
Utah
$291K – – –
BWP
786
Baldwin Wealth Partners
Massachusetts
$290K -$17.7K -125 -5%
KIA
787
KCM Investment Advisors
California
$288K +$23.2K +164 +8%
PCIA
788
Prime Capital Investment Advisors
Kansas
$288K +$40K +282 +14%
AFS
789
Axiom Financial Strategies
Indiana
$287K -$220K -1,554 -41%
TWM
790
Tradition Wealth Management
Minnesota
$286K – – –
T2I
791
Turim 21 Investimentos
Brazil
$286K – – –
ADL
792
Asset Dedication LLC
California
$285K +$315K +2,221 New
CB
793
Cadence Bank
Mississippi
$284K +$313K +2,206 New
RRWA
794
Rainey & Randall Wealth Advisors
Florida
$283K -$150K -1,059 -32%
LJAC
795
L.J. Altfest & Co
New York
$283K +$1.98K +14 +0.6%
SAM
796
Silverhawk Asset Management
Arizona
$282K – – –
PG
797
Patten Group
Tennessee
$280K – – –
BFM
798
Boston Financial Management
Massachusetts
$279K – – –
YCM
799
Yousif Capital Management
Michigan
$279K +$308K +2,173 New
XF
800
XML Financial
Maryland
$278K +$307K +2,165 New
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