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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
801
JNBA Financial Advisors
Minnesota
$66K +$27.8K +230 +80%
RIM
802
Rockbridge Investment Management
New York
$64K +$41.1K +340 +214%
BBHBI
803
B, B, H, & B Inc
Alabama
$62K +$58.8K +486 New
OIA
804
Optimum Investment Advisors
Illinois
$58K -$24.2K -200 -31%
AIC
805
Archer Investment Corporation
Indiana
$56.7K +$27.1K +224 +102%
FP
806
Financial Perspectives
Minnesota
$56.7K -$227K -1,881 -81%
LWP
807
Lumature Wealth Partners
Georgia
$55K +$51.8K +428 New
CFO
808
CVA Family Office
Colorado
$54K – – –
AWM
809
Accel Wealth Management
Iowa
$54K +$50.6K +418 New
MIM
810
Macroview Investment Management
Maryland
$51K +$242 +2 +0.5%
ME
811
McIlrath & Eck
Washington
$50K – – –
SFSIG
812
San Francisco Sentry Investment Group
California
$50K – – –
RWB
813
RMR Wealth Builders
New Jersey
$50K +$47K +389 New
FCM
814
Firestone Capital Management
Florida
$49K – – –
RA
815
Reby Advisors
Connecticut
$48K +$45.4K +375 New
RWA
816
Ropes Wealth Advisors
Massachusetts
$47K -$220K -1,816 -83%
SBL
817
Sargent Bickham Lagudis
Colorado
$45K +$121 +1 +0.3%
TLFA
818
True Link Financial Advisors
California
$45K +$42.2K +349 New
WT
819
Washington Trust
Rhode Island
$43K – – –
CPFP
820
Clear Perspectives Financial Planning
Ohio
$43K +$40.6K +336 New
HWA
821
HHM Wealth Advisors
Tennessee
$41K – – –
BWM
822
Baystate Wealth Management
Massachusetts
$40K +$37.5K +310 New
MCM
823
McMillion Capital Management
North Carolina
$40K +$38.1K +315 New
POIA
824
Pin Oak Investment Advisors
Texas
$39K – – –
CT
825
Caldwell Trust
Florida
$37.1K – – –
31 32
33
34 35