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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
801
Yousif Capital Management
Michigan
$279K +$308K +2,173 New
XF
802
XML Financial
Maryland
$278K +$307K +2,165 New
TL
803
Tradewinds LLC
North Carolina
$277K -$7.37K -52 -2%
GWM
804
GDS Wealth Management
Texas
$277K +$8.36K +59 +3%
CCM
805
Colorado Capital Management
Colorado
$274K -$12.9K -91 -4%
SIC
806
Samalin Investment Counsel
New York
$272K +$1.7K +12 +0.6%
HTC
807
Haverford Trust Company
Pennsylvania
$271K -$75.8K -535 -20%
CIA
808
Capital Investment Advisors
Georgia
$271K -$39.1K -276 -12%
DC
809
Davenport & Co
Virginia
$271K -$22.5K -159 -7%
VDI
810
Vaughan David Investments
Illinois
$270K -$1.42K -10 -0.5%
ST
811
Sabal Trust
Florida
$269K – – –
BWP
812
Balboa Wealth Partners
Arizona
$269K +$297K +2,094 New
PIFP
813
Partners in Financial Planning
Virginia
$268K +$708 +5 +0.3%
CPIA
814
Cornell Pochily Investment Advisors
New York
$267K +$2.83K +20 +1%
KFI
815
Key Financial Inc
Pennsylvania
$265K +$850 +6 +0.3%
CMP
816
Courage Miller Partners
Virginia
$263K – – –
VAFP
817
Vahanian & Associates Financial Planning
New York
$260K +$287K +2,022 New
WPWM
818
Western Pacific Wealth Management
Illinois
$259K -$89.4K -631 -24%
RF
819
Rollins Financial
Georgia
$259K -$3.4K -24 -1%
GIA
820
Goodwin Investment Advisory
Georgia
$259K +$161K +1,137 +129%
PWA
821
Physician Wealth Advisors
Utah
$258K +$36.6K +258 +16%
BIM
822
Baldwin Investment Management
Pennsylvania
$257K – – –
HNWA
823
Henrickson Nauta Wealth Advisors
Michigan
$257K – – –
HNWAG
824
High Net Worth Advisory Group
Florida
$257K +$70.8K +500 +33%
GWM
825
Gray Wealth Management
Maine
$257K +$283K +2,000 New
31 32
33
34 35