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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
801
High Net Worth Advisory Group
Florida
$363K +$71.4K +500 +25%
WA
802
Waverly Advisors
Alabama
$362K +$356K +2,496 New
PWM
803
Perigon Wealth Management
California
$361K -$43K -301 -11%
CFAM
804
Center For Asset Management
Florida
$359K +$2.57K +18 +0.7%
VWA
805
Visionary Wealth Advisors
Illinois
$358K +$13K +91 +4%
E
806
ETFidea
New York
$357K – – –
EPA
807
Element Pointe Advisors
Florida
$354K +$348K +2,440 New
OCPWS
808
One Charles Private Wealth Services
Massachusetts
$352K – – –
EI
809
Ellevest Inc
New York
$351K +$2.43K +17 +0.7%
CWS
810
Confluence Wealth Services
Pennsylvania
$351K +$345K +2,417 New
BFA
811
Beaumont Financial Advisors
Massachusetts
$350K -$25.7K -180 -7%
LC
812
Lavaca Capital
Texas
$348K +$343K +2,400 New
HIIFS
813
Harel Insurance Investments & Financial Services
Israel
$343K – – –
MFG
814
Merit Financial Group
Georgia
$342K +$90.7K +635 +37%
HCM
815
HMS Capital Management
Tennessee
$341K +$335K +2,348 New
OPA
816
Old Port Advisors
Maine
$341K -$50K -350 -13%
CWM
817
Chesapeake Wealth Management
Virginia
$336K -$5.71K -40 -2%
PWA
818
Peterson Wealth Advisors
Utah
$329K – – –
MMM
819
Mendel Money Management
Illinois
$327K +$322K +2,255 New
CFS
820
CRA Financial Services
New Jersey
$327K +$321K +2,252 New
KA
821
Klingman & Associates
New York
$327K -$5.42K -38 -2%
KIA
822
KCM Investment Advisors
California
$325K – – –
TWM
823
Tradition Wealth Management
Minnesota
$324K +$999 +7 +0.3%
RRWA
824
Rainey & Randall Wealth Advisors
Florida
$323K +$3.71K +26 +1%
T2I
825
Turim 21 Investimentos
Brazil
$323K – – –
31 32
33
34 35