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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
926
U.S. Capital Wealth Advisors
Texas
$220K -$34.1K -239 -14%
MIFH
927
Migdal Insurance & Financial Holdings
Israel
$219K +$52.8K +370 +32%
HFA
928
High Falls Advisors
New York
$219K +$215K +1,509 New
ECG
929
Edge Capital Group
Georgia
$218K -$55K -385 -20%
MYIA
930
Mount Yale Investment Advisors
Colorado
$218K -$133K -931 -38%
WIC
931
Woodmont Investment Counsel
Tennessee
$218K +$214K +1,501 New
MMG
932
Monetary Management Group
Missouri
$218K – – –
CA
933
Crewe Advisors
Utah
$217K – – –
SFP
934
Strategic Financial Partners
Oregon
$217K +$213K +1,493 New
PA
935
PSI Advisors
Florida
$217K -$774K -5,420 -78%
KCM
936
KRS Capital Management
Michigan
$217K +$213K +1,495 New
KWM
937
Keebeck Wealth Management
Illinois
$215K -$15.1K -106 -7%
FHA
938
Flagship Harbor Advisors
Massachusetts
$214K +$211K +1,478 New
ST
939
Sentinel Trust
Texas
$214K +$210K +1,474 New
FPCG
940
Fort Pitt Capital Group
Pennsylvania
$214K +$210K +1,472 New
KOMWMG
941
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$210K -$17.6K -123 -8%
FCFC
942
First Citizens Financial Corp
Iowa
$210K +$206K +1,446 New
MWP
943
Meredith Wealth Planning
Illinois
$210K +$206K +1,445 New
ECM
944
Evergreen Capital Management
Washington
$209K +$205K +1,438 New
VWA
945
V Wealth Advisors
Kansas
$208K +$205K +1,437 New
BWM
946
BerganKDV Wealth Management
Minnesota
$208K +$119K +832 +138%
WP
947
Wealthspan Partners
Iowa
$208K +$205K +1,435 New
PL
948
Parthenon LLC
Kentucky
$206K +$203K +1,422 New
DP
949
Denver PWM
Colorado
$205K +$202K +1,416 New
PFM
950
Parsec Financial Management
North Carolina
$205K +$202K +1,415 New
36 37
38
39 40