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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
926
Bellwether Advisors
Nebraska
$117K -$337K -2,378 -72%
PWM
927
Provident Wealth Management
Tennessee
$109K – – –
MHR
928
Matthew Hamilton Rosenberg
$98K – – –
NMG
929
New Millennium Group
Utah
$96K – – –
RWM
930
Raffa Wealth Management
District of Columbia
$94K – – –
LPP
931
Life Planning Partners
Florida
$92.8K – – –
CFD
932
Creative Financial Designs
Indiana
$92K -$77.8K -549 -43%
CSB
933
City State Bank
Iowa
$87K – – –
LB
934
Legacy Bridge
Iowa
$84K – – –
MWM
935
Mascoma Wealth Management
New Hampshire
$82K – – –
KTC
936
Kistler-Tiffany Companies
Pennsylvania
$82K +$9.49K +67 +12%
TF
937
Tompkins Financial
New York
$80K – – –
HGERS
938
Householder Group Estate & Retirement Specialist
Arizona
$80K +$88.7K +626 New
BWM
939
BerganKDV Wealth Management
Minnesota
$78K – – –
CAAS
940
Capital Asset Advisory Services
Michigan
$78K – – –
WAM
941
Worth Asset Management
Texas
$77K – – –
MPWT
942
MassMutual Private Wealth & Trust
Connecticut
$74K +$82K +579 New
ACA
943
Aptus Capital Advisors
Alabama
$71K – – –
BBPWM
944
Blue Bell Private Wealth Management
Pennsylvania
$71K – – –
NFSG
945
Newbridge Financial Services Group
Florida
$70K +$76.7K +541 New
TCM
946
TD Capital Management
Tennessee
$70K +$76.8K +542 New
CWA
947
Clearview Wealth Advisors
Oregon
$65K – – –
KC
948
Knuff & Co
California
$64K -$4.25K -30 -6%
AWM
949
Ameliora Wealth Management
Switzerland
$64K +$70.8K +500 New
FP
950
Financial Perspectives
Minnesota
$58.9K +$425 +3 +0.7%
36 37
38
39 40