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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
801
Silicon Valley Capital Partners
California
$377K +$375K +2,484 New
PA
802
PFG Advisors
Arizona
$377K -$25.1K -166 -6%
VWA
803
Visionary Wealth Advisors
Illinois
$375K – – –
E
804
ETFidea
New York
$373K – – –
EI
805
Ellevest Inc
New York
$373K +$4.99K +33 +1%
EW
806
Enzi Wealth
Texas
$373K -$65.7K -435 -15%
KFI
807
Key Financial Inc
Pennsylvania
$372K +$59.2K +392 +19%
EPA
808
Element Pointe Advisors
Florida
$370K – – –
RRWA
809
Rainey & Randall Wealth Advisors
Florida
$370K +$31.4K +208 +9%
OCPWS
810
One Charles Private Wealth Services
Massachusetts
$369K – – –
SFS
811
Sowell Financial Services
Arkansas
$366K +$365K +2,414 New
SAMT
812
Select Asset Management & Trust
Pennsylvania
$365K +$363K +2,405 New
LC
813
Lavaca Capital
Texas
$364K – – –
BFA
814
Beaumont Financial Advisors
Massachusetts
$361K -$5.29K -35 -1%
MIFH
815
Migdal Insurance & Financial Holdings
Israel
$359K +$133K +880 +58%
BBWP
816
Beacon Bridge Wealth Partners
Pennsylvania
$358K -$200K -1,322 -36%
HIIFS
817
Harel Insurance Investments & Financial Services
Israel
$358K – – –
MFG
818
Merit Financial Group
Georgia
$358K +$453 +3 +0.1%
AIP
819
Almanack Investment Partners
Pennsylvania
$358K -$75.7K -501 -18%
FIB
820
First Interstate Bank
Montana
$357K -$22.5K -149 -6%
YCM
821
Yousif Capital Management
Michigan
$355K +$353K +2,338 New
CWS
822
Confluence Wealth Services
Pennsylvania
$352K -$14.7K -97 -4%
CWM
823
Chesapeake Wealth Management
Virginia
$351K – – –
UAS
824
United Asset Strategies
New York
$350K -$6.35M -42,041 -90%
KA
825
Klingman & Associates
New York
$346K +$4.08K +27 +1%
31 32
33
34 35