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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
826
Beaumont Financial Advisors
Massachusetts
$354K -$28.5K -185 -8%
PSP
827
Pacific Sage Partners
Washington
$352K +$336K +2,183 New
BFM
828
Boston Financial Management
Massachusetts
$350K – – –
IFWM
829
Institute for Wealth Management
Colorado
$349K – – –
AFG
830
AFS Financial Group
Maryland
$349K +$333K +2,167 New
CSWM
831
Cassady Schiller Wealth Management
Ohio
$349K – – –
SW
832
SteelPeak Wealth
California
$348K +$52.2K +339 +19%
EW
833
Element Wealth
Mississippi
$348K +$9.54K +62 +3%
CPIA
834
Cornell Pochily Investment Advisors
New York
$346K – – –
PWA
835
Peterson Wealth Advisors
Utah
$344K -$20.6K -134 -6%
MOS
836
MGO One Seven
Ohio
$344K -$1.69K -11 -0.5%
CCM
837
Colorado Capital Management
Colorado
$343K – – –
LS
838
Leelyn Smith
Illinois
$340K -$6.46K -42 -2%
ST
839
Sabal Trust
Florida
$337K – – –
CCA
840
Conservest Capital Advisors
Pennsylvania
$335K – – –
CTFG
841
Capstone Triton Financial Group
Oklahoma
$334K -$1.23K -8 -0.4%
TSWM
842
Tyler-Stone Wealth Management
Ohio
$333K +$318K +2,068 New
GWM
843
GDS Wealth Management
Texas
$333K -$15.7K -102 -5%
NAS
844
Nicolet Advisory Services
Wisconsin
$332K +$319K +2,076 New
CFO
845
Custos Family Office
Texas
$331K +$316K +2,053 New
IA
846
IFG Advisors
Missouri
$330K +$308 +2 +0.1%
FCH
847
Freestone Capital Holdings
Washington
$330K – – –
DC
848
Davenport & Co
Virginia
$330K -$80K -520 -20%
BP
849
Ballentine Partners
Massachusetts
$330K – – –
TCA
850
Transcend Capital Advisors
New Jersey
$325K +$56K +364 +22%
32 33
34
35 36