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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
826
Key Financial Inc
Pennsylvania
$159K – – –
LPIC
827
LeJeune Puetz Investment Counsel
Michigan
$159K – – –
PA
828
Perennial Advisors
New York
$145K – – –
BWM
829
BerganKDV Wealth Management
Minnesota
$143K +$8.84K +60 +7%
CHA
830
Carmichael Hill & Associates
Maryland
$136K +$12.1K +82 +10%
BFEC
831
Benjamin F. Edwards & Company
Missouri
$134K – – –
SB
832
Strategic Blueprint
Georgia
$130K +$129K +878 New
QT
833
Quantbot Technologies
New York
$130K +$130K +881 New
BCA
834
Berman Capital Advisors
Georgia
$129K – – –
BWL
835
Bogart Wealth LLC
Virginia
$128K +$76.7K +521 +151%
LWA
836
Lenox Wealth Advisors
New York
$127K -$15.3K -104 -11%
SAS
837
Stelac Advisory Services
New York
$127K – – –
PWM
838
Provident Wealth Management
Tennessee
$126K -$23.3K -158 -16%
BA
839
Ballast Advisors
Minnesota
$124K +$884 +6 +0.7%
LC
840
Lindbrook Capital
California
$116K – – –
SBL
841
Sargent Bickham Lagudis
Colorado
$115K +$62.7K +426 +120%
MAWCM
842
Mine & Arao Wealth Creation & Management
California
$113K +$884 +6 +0.8%
FCMT
843
Founders Capital Management (Texas)
Texas
$111K – – –
EW
844
Element Wealth
Mississippi
$109K – – –
RWM
845
Raffa Wealth Management
District of Columbia
$106K +$884 +6 +0.8%
LB
846
Legacy Bridge
Iowa
$96K +$147 +1 +0.2%
CAAS
847
Capital Asset Advisory Services
Michigan
$90K – – –
AWM
848
Atticus Wealth Management
Florida
$88K +$48.8K +331 +126%
CCMIC
849
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$87K – – –
AIC
850
Archer Investment Corporation
Indiana
$81.5K – – –
32 33
34
35 36