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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
926
High Net Worth Advisory Group
Florida
$125K +$122K +800 New
AIM
927
AHL Investment Management
Florida
$119K +$116K +760 New
RWM
928
Raffa Wealth Management
District of Columbia
$114K +$1.22K +8 +1%
LPP
929
Life Planning Partners
Florida
$113K +$110K +722 New
FCMT
930
Founders Capital Management (Texas)
Texas
$111K -$6.69K -44 -6%
EW
931
Element Wealth
Mississippi
$110K -$6.08K -40 -5%
CSB
932
City State Bank
Iowa
$106K +$103K +676 New
SFM
933
Signet Financial Management
New Jersey
$103K +$100K +658 New
LB
934
Legacy Bridge
Iowa
$102K – – –
JWM
935
Janiczek Wealth Management
Colorado
$99K +$82.4K +542 +623%
TF
936
Tompkins Financial
New York
$97K – – –
TCWM
937
Total Clarity Wealth Management
Illinois
$96K +$23.7K +156 +34%
LFG
938
Leverty Financial Group
Wisconsin
$96K +$93.5K +615 New
CAAS
939
Capital Asset Advisory Services
Michigan
$95K – – –
KTC
940
Kistler-Tiffany Companies
Pennsylvania
$89K +$43.3K +285 +100%
TCM
941
TD Capital Management
Tennessee
$84K +$456 +3 +0.6%
KC
942
Knuff & Co
California
$83K – – –
AIC
943
Archer Investment Corporation
Indiana
$81.4K +$15.5K +102 +24%
EWM
944
Evermay Wealth Management
Virginia
$81K – – –
CWA
945
Clearview Wealth Advisors
Oregon
$80K – – –
RIM
946
Rockbridge Investment Management
New York
$78K – – –
LWP
947
Lumature Wealth Partners
Georgia
$75K – – –
CSWM
948
Cassady Schiller Wealth Management
Ohio
$75K +$72.8K +479 New
RFWA
949
RPg Family Wealth Advisory
Massachusetts
$71.7K – – –
FP
950
Financial Perspectives
Minnesota
$70.7K +$304 +2 +0.4%
36 37
38
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