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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
876
Redhawk Wealth Advisors
Minnesota
$231K -$488K -3,304 -66%
CCA
877
Column Capital Advisors
Indiana
$229K – – –
GWM
878
Greenhouse Wealth Management
Connecticut
$229K – – –
WA1
879
Wimmer Associates 1
California
$227K – – –
AIP
880
Ahrens Investment Partners
Louisiana
$227K +$1.48K +10 +0.6%
W
881
Wealthquest
Ohio
$226K – – –
GA
882
Greenspring Advisors
Maryland
$225K -$79.6K -539 -25%
MHS
883
M Holdings Securities
Oregon
$225K -$4.13K -28 -2%
LWM
884
Laidlaw Wealth Management
New York
$223K +$48K +325 +25%
RMDI
885
R.M. Davis Inc
Maine
$222K +$7.82K +53 +3%
TYCC
886
Texas Yale Capital Corp
Florida
$220K – – –
AP
887
Appleton Partners
Massachusetts
$218K – – –
CBN
888
Cadence Bank NA
Texas
$217K -$443 -3 -0.2%
FFA
889
Founders Financial Alliance
North Carolina
$217K +$54.8K +371 +31%
WSTAM
890
Wilbanks Smith & Thomas Asset Management
Virginia
$216K -$22.4K -152 -9%
UFA
891
US Financial Advisors
Massachusetts
$215K -$10K -68 -4%
KOMWMG
892
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$215K +$231K +1,563 New
PFM
893
Parsec Financial Management
North Carolina
$214K – – –
TWM
894
Titus Wealth Management
California
$209K -$11.1K -75 -5%
SFP
895
Strategic Financial Partners
Oregon
$209K – – –
CWS
896
Cypress Wealth Services
California
$209K +$1.77K +12 +0.8%
FHA
897
Flagship Harbor Advisors
Massachusetts
$208K -$82.7K -560 -27%
IGWM
898
ICA Group Wealth Management
Colorado
$208K +$206K +1,395 New
CI
899
Cambiar Investors
Colorado
$208K +$224K +1,516 New
MFG
900
Merit Financial Group
Georgia
$207K +$222K +1,505 New
34 35
36
37 38