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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
801
Stone Summit Wealth
Florida
$364K – – –
FIB
802
First Interstate Bank
Montana
$363K -$131K -919 -27%
HNWAG
803
High Net Worth Advisory Group
Florida
$363K +$71.4K +500 +25%
WA
804
Waverly Advisors
Alabama
$362K +$356K +2,496 New
PWM
805
Perigon Wealth Management
California
$361K -$43K -301 -11%
CFAM
806
Center For Asset Management
Florida
$359K +$2.57K +18 +0.7%
VWA
807
Visionary Wealth Advisors
Illinois
$358K +$13K +91 +4%
E
808
ETFidea
New York
$357K – – –
EPA
809
Element Pointe Advisors
Florida
$354K +$348K +2,440 New
OCPWS
810
One Charles Private Wealth Services
Massachusetts
$352K – – –
EI
811
Ellevest Inc
New York
$351K +$2.43K +17 +0.7%
CWS
812
Confluence Wealth Services
Pennsylvania
$351K +$345K +2,417 New
BFA
813
Beaumont Financial Advisors
Massachusetts
$350K -$25.7K -180 -7%
LC
814
Lavaca Capital
Texas
$348K +$343K +2,400 New
HIIFS
815
Harel Insurance Investments & Financial Services
Israel
$343K – – –
MFG
816
Merit Financial Group
Georgia
$342K +$90.7K +635 +37%
HCM
817
HMS Capital Management
Tennessee
$341K +$335K +2,348 New
OPA
818
Old Port Advisors
Maine
$341K -$50K -350 -13%
CWM
819
Chesapeake Wealth Management
Virginia
$336K -$5.71K -40 -2%
PWA
820
Peterson Wealth Advisors
Utah
$329K – – –
MMM
821
Mendel Money Management
Illinois
$327K +$322K +2,255 New
CFS
822
CRA Financial Services
New Jersey
$327K +$321K +2,252 New
KA
823
Klingman & Associates
New York
$327K -$5.42K -38 -2%
KIA
824
KCM Investment Advisors
California
$325K – – –
TWM
825
Tradition Wealth Management
Minnesota
$324K +$999 +7 +0.3%
31 32
33
34 35