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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
$318K – – –
OCPWS
802
One Charles Private Wealth Services
Massachusetts
$317K +$5.9K +40 +2%
KA
803
Klingman & Associates
New York
$315K -$14.8K -100 -4%
PFO
804
Pathstone Family Office
New Jersey
$313K +$336K +2,277 New
PWA
805
Peterson Wealth Advisors
Utah
$312K – – –
DC
806
Davenport & Co
Virginia
$311K -$22.6K -153 -6%
HIS
807
Harvest Investment Services
Illinois
$306K -$1.77K -12 -0.5%
CCM
808
Colorado Capital Management
Colorado
$306K – – –
T2I
809
Turim 21 Investimentos
Brazil
$306K – – –
TWM
810
Tradition Wealth Management
Minnesota
$306K +$295 +2 +0.1%
TL
811
Tradewinds LLC
North Carolina
$303K +$326K +2,207 New
SAM
812
Silverhawk Asset Management
Arizona
$302K -$98.1K -665 -23%
BFA
813
Beaumont Financial Advisors
Massachusetts
$302K – – –
LJAC
814
L.J. Altfest & Co
New York
$301K +$1.18K +8 +0.4%
BFM
815
Boston Financial Management
Massachusetts
$298K -$29.5K -200 -8%
PG
816
Patten Group
Tennessee
$298K – – –
DWM
817
Darwin Wealth Management
Florida
$296K -$83.1K -563 -22%
TFCP
818
Twin Focus Capital Partners
Massachusetts
$296K +$120K +815 +61%
VDI
819
Vaughan David Investments
Illinois
$290K +$52.4K +355 +20%
SIC
820
Samalin Investment Counsel
New York
$289K +$1.18K +8 +0.4%
GWM
821
GDS Wealth Management
Texas
$288K -$164K -1,114 -35%
ST
822
Sabal Trust
Florida
$288K – – –
NWA
823
Navis Wealth Advisors
New York
$288K +$310K +2,098 New
CFAM
824
Center For Asset Management
Florida
$286K – – –
KFI
825
Key Financial Inc
Pennsylvania
$286K +$144K +976 +90%
31 32
33
34 35