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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
826
Legacy Bridge
Iowa
$92K – – –
TF
827
Tompkins Financial
New York
$87K – – –
CAAS
828
Capital Asset Advisory Services
Michigan
$86K – – –
CIA
829
Cascade Investment Advisors
Oregon
$84.7K – – –
CCMIC
830
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$83K -$308K -2,284 -80%
AIC
831
Archer Investment Corporation
Indiana
$78K +$14.7K +109 +25%
KC
832
Knuff & Co
California
$75K – – –
TCM
833
TD Capital Management
Tennessee
$74K +$269 +2 +0.4%
CWA
834
Clearview Wealth Advisors
Oregon
$72K -$10.4K -77 -13%
RIM
835
Rockbridge Investment Management
New York
$70K – – –
LWP
836
Lumature Wealth Partners
Georgia
$68K +$6.87K +51 +12%
BBHBI
837
B, B, H, & B Inc
Alabama
$67K +$1.86M +13,782 +2,836%
OIA
838
Optimum Investment Advisors
Illinois
$64K – – –
FP
839
Financial Perspectives
Minnesota
$62.8K +$269 +2 +0.5%
AWM
840
Accel Wealth Management
Iowa
$59K +$135 +1 +0.2%
MIM
841
Macroview Investment Management
Maryland
$57K – – –
ME
842
McIlrath & Eck
Washington
$55K – – –
SFSIG
843
San Francisco Sentry Investment Group
California
$55K – – –
RWB
844
RMR Wealth Builders
New Jersey
$55K +$269 +2 +0.5%
FCM
845
Firestone Capital Management
Florida
$54K – – –
SSW
846
Smith Shellnut Wilson
Mississippi
$51K -$464K -3,445 -91%
SBL
847
Sargent Bickham Lagudis
Colorado
$50K +$135 +1 +0.3%
TLFA
848
True Link Financial Advisors
California
$49K – – –
BWL
849
Bogart Wealth LLC
Virginia
$49K +$42.8K +318 +1,136%
CPFP
850
Clear Perspectives Financial Planning
Ohio
$47K – – –
32 33
34
35 36