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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
851
Knuff & Co
California
$78K – – –
TCM
852
TD Capital Management
Tennessee
$78K +$295 +2 +0.4%
EWM
853
Evermay Wealth Management
Virginia
$76K +$76.3K +518 New
CWA
854
Clearview Wealth Advisors
Oregon
$75K – – –
RIM
855
Rockbridge Investment Management
New York
$74K – – –
CIA
856
Cascade Investment Advisors
Oregon
$73.8K -$14.7K -100 -17%
LWP
857
Lumature Wealth Partners
Georgia
$71K – – –
RFWA
858
RPg Family Wealth Advisory
Massachusetts
$67.6K +$67.5K +458 New
OIA
859
Optimum Investment Advisors
Illinois
$66K – – –
FP
860
Financial Perspectives
Minnesota
$65.9K +$147 +1 +0.2%
AWM
861
Accel Wealth Management
Iowa
$62K +$147 +1 +0.2%
CCA
862
Column Capital Advisors
Indiana
$60K +$17.4K +118 +41%
FF
863
FourThought Financial
Florida
$59K -$82.9K -563 -58%
SFSIG
864
San Francisco Sentry Investment Group
California
$58K – – –
FCM
865
Firestone Capital Management
Florida
$57K – – –
SSW
866
Smith Shellnut Wilson
Mississippi
$53K – – –
TLFA
867
True Link Financial Advisors
California
$52K – – –
CBT
868
CoreFirst Bank & Trust
Kansas
$52K +$52.3K +355 New
AWM
869
Activest Wealth Management
Florida
$51K +$10.3K +70 +25%
CPFP
870
Clear Perspectives Financial Planning
Ohio
$50K – – –
WT
871
Washington Trust
Rhode Island
$49K – – –
HWA
872
HHM Wealth Advisors
Tennessee
$48K – – –
POIA
873
Pin Oak Investment Advisors
Texas
$45K – – –
MIM
874
Macroview Investment Management
Maryland
$44K -$14.7K -100 -25%
RFA
875
Reilly Financial Advisors
California
$43K – – –
33 34
35
36 37