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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
801
Klingman & Associates
New York
$315K -$14.8K -100 -4%
PFO
802
Pathstone Family Office
New Jersey
$313K +$336K +2,277 New
PWA
803
Peterson Wealth Advisors
Utah
$312K – – –
DC
804
Davenport & Co
Virginia
$311K -$22.6K -153 -6%
HIS
805
Harvest Investment Services
Illinois
$306K -$1.77K -12 -0.5%
CCM
806
Colorado Capital Management
Colorado
$306K – – –
T2I
807
Turim 21 Investimentos
Brazil
$306K – – –
TWM
808
Tradition Wealth Management
Minnesota
$306K +$295 +2 +0.1%
TL
809
Tradewinds LLC
North Carolina
$303K +$326K +2,207 New
SAM
810
Silverhawk Asset Management
Arizona
$302K -$98.1K -665 -23%
BFA
811
Beaumont Financial Advisors
Massachusetts
$302K – – –
LJAC
812
L.J. Altfest & Co
New York
$301K +$1.18K +8 +0.4%
BFM
813
Boston Financial Management
Massachusetts
$298K -$29.5K -200 -8%
PG
814
Patten Group
Tennessee
$298K – – –
DWM
815
Darwin Wealth Management
Florida
$296K -$83.1K -563 -22%
TFCP
816
Twin Focus Capital Partners
Massachusetts
$296K +$120K +815 +61%
VDI
817
Vaughan David Investments
Illinois
$290K +$52.4K +355 +20%
SIC
818
Samalin Investment Counsel
New York
$289K +$1.18K +8 +0.4%
GWM
819
GDS Wealth Management
Texas
$288K -$164K -1,114 -35%
ST
820
Sabal Trust
Florida
$288K – – –
NWA
821
Navis Wealth Advisors
New York
$288K +$310K +2,098 New
CFAM
822
Center For Asset Management
Florida
$286K – – –
KFI
823
Key Financial Inc
Pennsylvania
$286K +$144K +976 +90%
KIA
824
KCM Investment Advisors
California
$285K – – –
CG
825
Cutler Group
California
$285K +$44.3K +300 +17%
31 32
33
34 35