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iShares S&P 500 Value ETF
IVE

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