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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
801
Visionary Wealth Advisors
Illinois
$375K – – –
E
802
ETFidea
New York
$373K – – –
EI
803
Ellevest Inc
New York
$373K +$4.99K +33 +1%
EW
804
Enzi Wealth
Texas
$373K -$65.7K -435 -15%
KFI
805
Key Financial Inc
Pennsylvania
$372K +$59.2K +392 +19%
EPA
806
Element Pointe Advisors
Florida
$370K – – –
RRWA
807
Rainey & Randall Wealth Advisors
Florida
$370K +$31.4K +208 +9%
OCPWS
808
One Charles Private Wealth Services
Massachusetts
$369K – – –
SFS
809
Sowell Financial Services
Arkansas
$366K +$365K +2,414 New
SAMT
810
Select Asset Management & Trust
Pennsylvania
$365K +$363K +2,405 New
LC
811
Lavaca Capital
Texas
$364K – – –
BFA
812
Beaumont Financial Advisors
Massachusetts
$361K -$5.29K -35 -1%
MIFH
813
Migdal Insurance & Financial Holdings
Israel
$359K +$133K +880 +58%
BBWP
814
Beacon Bridge Wealth Partners
Pennsylvania
$358K -$200K -1,322 -36%
HIIFS
815
Harel Insurance Investments & Financial Services
Israel
$358K – – –
MFG
816
Merit Financial Group
Georgia
$358K +$453 +3 +0.1%
AIP
817
Almanack Investment Partners
Pennsylvania
$358K -$75.7K -501 -18%
FIB
818
First Interstate Bank
Montana
$357K -$22.5K -149 -6%
YCM
819
Yousif Capital Management
Michigan
$355K +$353K +2,338 New
CWS
820
Confluence Wealth Services
Pennsylvania
$352K -$14.7K -97 -4%
CWM
821
Chesapeake Wealth Management
Virginia
$351K – – –
UAS
822
United Asset Strategies
New York
$350K -$6.35M -42,041 -90%
KA
823
Klingman & Associates
New York
$346K +$4.08K +27 +1%
PWA
824
Peterson Wealth Advisors
Utah
$344K – – –
MMM
825
Mendel Money Management
Illinois
$342K – – –
31 32
33
34 35