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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
801
Tradewinds LLC
North Carolina
$277K -$7.37K -52 -2%
GWM
802
GDS Wealth Management
Texas
$277K +$8.36K +59 +3%
CCM
803
Colorado Capital Management
Colorado
$274K -$12.9K -91 -4%
SIC
804
Samalin Investment Counsel
New York
$272K +$1.7K +12 +0.6%
HTC
805
Haverford Trust Company
Pennsylvania
$271K -$75.8K -535 -20%
CIA
806
Capital Investment Advisors
Georgia
$271K -$39.1K -276 -12%
DC
807
Davenport & Co
Virginia
$271K -$22.5K -159 -7%
VDI
808
Vaughan David Investments
Illinois
$270K -$1.42K -10 -0.5%
ST
809
Sabal Trust
Florida
$269K – – –
BWP
810
Balboa Wealth Partners
Arizona
$269K +$297K +2,094 New
PIFP
811
Partners in Financial Planning
Virginia
$268K +$708 +5 +0.3%
CPIA
812
Cornell Pochily Investment Advisors
New York
$267K +$2.83K +20 +1%
KFI
813
Key Financial Inc
Pennsylvania
$265K +$850 +6 +0.3%
CMP
814
Courage Miller Partners
Virginia
$263K – – –
VAFP
815
Vahanian & Associates Financial Planning
New York
$260K +$287K +2,022 New
WPWM
816
Western Pacific Wealth Management
Illinois
$259K -$89.4K -631 -24%
RF
817
Rollins Financial
Georgia
$259K -$3.4K -24 -1%
GIA
818
Goodwin Investment Advisory
Georgia
$259K +$161K +1,137 +129%
PWA
819
Physician Wealth Advisors
Utah
$258K +$36.6K +258 +16%
BIM
820
Baldwin Investment Management
Pennsylvania
$257K – – –
HNWA
821
Henrickson Nauta Wealth Advisors
Michigan
$257K – – –
HNWAG
822
High Net Worth Advisory Group
Florida
$257K +$70.8K +500 +33%
GWM
823
Gray Wealth Management
Maine
$257K +$283K +2,000 New
DWM
824
Darwin Wealth Management
Florida
$256K -$19.1K -135 -7%
PSIWM
825
Paradigm Strategies in Wealth Management
Minnesota
$255K – – –
31 32
33
34 35