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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
$155K – – –
BWL
827
Bogart Wealth LLC
Virginia
$151K +$25.5K +171 +20%
BWM
828
BerganKDV Wealth Management
Minnesota
$141K – – –
CHA
829
Carmichael Hill & Associates
Maryland
$141K +$7.45K +50 +5%
BA
830
Ballast Advisors
Minnesota
$140K +$18.2K +122 +14%
BFEC
831
Benjamin F. Edwards & Company
Missouri
$137K +$5.37K +36 +4%
LWA
832
Lenox Wealth Advisors
New York
$125K – – –
PWM
833
Provident Wealth Management
Tennessee
$124K – – –
SBL
834
Sargent Bickham Lagudis
Colorado
$114K +$149 +1 +0.1%
FCMT
835
Founders Capital Management (Texas)
Texas
$109K – – –
EW
836
Element Wealth
Mississippi
$108K – – –
RWM
837
Raffa Wealth Management
District of Columbia
$104K – – –
BCA
838
Berman Capital Advisors
Georgia
$103K -$24.9K -167 -19%
MAWCM
839
Mine & Arao Wealth Creation & Management
California
$95K -$16.2K -109 -14%
LB
840
Legacy Bridge
Iowa
$95K – – –
TF
841
Tompkins Financial
New York
$90K +$92.2K +619 New
CAAS
842
Capital Asset Advisory Services
Michigan
$89K – – –
AWM
843
Atticus Wealth Management
Florida
$86K – – –
KC
844
Knuff & Co
California
$77K – – –
TCM
845
TD Capital Management
Tennessee
$77K +$447 +3 +0.6%
EWM
846
Evermay Wealth Management
Virginia
$75K – – –
CWA
847
Clearview Wealth Advisors
Oregon
$74K – – –
RIM
848
Rockbridge Investment Management
New York
$73K – – –
LWP
849
Lumature Wealth Partners
Georgia
$70K – – –
EWA
850
Evolution Wealth Advisors
Florida
$68K -$2.61M -17,526 -97%
32 33
34
35 36