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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
926
Provident Wealth Management
Tennessee
$133K – – –
AC
927
AlphaCore Capital
California
$129K +$88.2K +580 +241%
HNWAG
928
High Net Worth Advisory Group
Florida
$125K +$122K +800 New
AIM
929
AHL Investment Management
Florida
$119K +$116K +760 New
RWM
930
Raffa Wealth Management
District of Columbia
$114K +$1.22K +8 +1%
LPP
931
Life Planning Partners
Florida
$113K +$110K +722 New
FCMT
932
Founders Capital Management (Texas)
Texas
$111K -$6.69K -44 -6%
EW
933
Element Wealth
Mississippi
$110K -$6.08K -40 -5%
CSB
934
City State Bank
Iowa
$106K +$103K +676 New
SFM
935
Signet Financial Management
New Jersey
$103K +$100K +658 New
LB
936
Legacy Bridge
Iowa
$102K – – –
JWM
937
Janiczek Wealth Management
Colorado
$99K +$82.4K +542 +623%
TF
938
Tompkins Financial
New York
$97K – – –
TCWM
939
Total Clarity Wealth Management
Illinois
$96K +$23.7K +156 +34%
LFG
940
Leverty Financial Group
Wisconsin
$96K +$93.5K +615 New
CAAS
941
Capital Asset Advisory Services
Michigan
$95K – – –
KTC
942
Kistler-Tiffany Companies
Pennsylvania
$89K +$43.3K +285 +100%
TCM
943
TD Capital Management
Tennessee
$84K +$456 +3 +0.6%
KC
944
Knuff & Co
California
$83K – – –
AIC
945
Archer Investment Corporation
Indiana
$81.4K +$15.5K +102 +24%
EWM
946
Evermay Wealth Management
Virginia
$81K – – –
CWA
947
Clearview Wealth Advisors
Oregon
$80K – – –
RIM
948
Rockbridge Investment Management
New York
$78K – – –
LWP
949
Lumature Wealth Partners
Georgia
$75K – – –
CSWM
950
Cassady Schiller Wealth Management
Ohio
$75K +$72.8K +479 New
36 37
38
39 40