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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
826
Baldwin Wealth Partners
Massachusetts
$356K -$101K -659 -23%
EW
827
Enzi Wealth
Texas
$354K -$42.3K -275 -11%
BFA
828
Beaumont Financial Advisors
Massachusetts
$354K -$28.5K -185 -8%
PSP
829
Pacific Sage Partners
Washington
$352K +$336K +2,183 New
BFM
830
Boston Financial Management
Massachusetts
$350K – – –
IFWM
831
Institute for Wealth Management
Colorado
$349K – – –
AFG
832
AFS Financial Group
Maryland
$349K +$333K +2,167 New
CSWM
833
Cassady Schiller Wealth Management
Ohio
$349K – – –
SW
834
SteelPeak Wealth
California
$348K +$52.2K +339 +19%
EW
835
Element Wealth
Mississippi
$348K +$9.54K +62 +3%
CPIA
836
Cornell Pochily Investment Advisors
New York
$346K – – –
PWA
837
Peterson Wealth Advisors
Utah
$344K -$20.6K -134 -6%
MOS
838
MGO One Seven
Ohio
$344K -$1.69K -11 -0.5%
CCM
839
Colorado Capital Management
Colorado
$343K – – –
LS
840
Leelyn Smith
Illinois
$340K -$6.46K -42 -2%
ST
841
Sabal Trust
Florida
$337K – – –
CCA
842
Conservest Capital Advisors
Pennsylvania
$335K – – –
CTFG
843
Capstone Triton Financial Group
Oklahoma
$334K -$1.23K -8 -0.4%
TSWM
844
Tyler-Stone Wealth Management
Ohio
$333K +$318K +2,068 New
GWM
845
GDS Wealth Management
Texas
$333K -$15.7K -102 -5%
NAS
846
Nicolet Advisory Services
Wisconsin
$332K +$319K +2,076 New
CFO
847
Custos Family Office
Texas
$331K +$316K +2,053 New
IA
848
IFG Advisors
Missouri
$330K +$308 +2 +0.1%
FCH
849
Freestone Capital Holdings
Washington
$330K – – –
DC
850
Davenport & Co
Virginia
$330K -$80K -520 -20%
32 33
34
35 36