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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
926
High Falls Advisors
New York
$219K +$215K +1,509 New
ECG
927
Edge Capital Group
Georgia
$218K -$55K -385 -20%
MYIA
928
Mount Yale Investment Advisors
Colorado
$218K -$133K -931 -38%
WIC
929
Woodmont Investment Counsel
Tennessee
$218K +$214K +1,501 New
MMG
930
Monetary Management Group
Missouri
$218K – – –
CA
931
Crewe Advisors
Utah
$217K – – –
SFP
932
Strategic Financial Partners
Oregon
$217K +$213K +1,493 New
PA
933
PSI Advisors
Florida
$217K -$774K -5,420 -78%
KCM
934
KRS Capital Management
Michigan
$217K +$213K +1,495 New
KWM
935
Keebeck Wealth Management
Illinois
$215K -$15.1K -106 -7%
FHA
936
Flagship Harbor Advisors
Massachusetts
$214K +$211K +1,478 New
ST
937
Sentinel Trust
Texas
$214K +$210K +1,474 New
FPCG
938
Fort Pitt Capital Group
Pennsylvania
$214K +$210K +1,472 New
KOMWMG
939
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$210K -$17.6K -123 -8%
FCFC
940
First Citizens Financial Corp
Iowa
$210K +$206K +1,446 New
MWP
941
Meredith Wealth Planning
Illinois
$210K +$206K +1,445 New
ECM
942
Evergreen Capital Management
Washington
$209K +$205K +1,438 New
VWA
943
V Wealth Advisors
Kansas
$208K +$205K +1,437 New
BWM
944
BerganKDV Wealth Management
Minnesota
$208K +$119K +832 +138%
WP
945
Wealthspan Partners
Iowa
$208K +$205K +1,435 New
PL
946
Parthenon LLC
Kentucky
$206K +$203K +1,422 New
DP
947
Denver PWM
Colorado
$205K +$202K +1,416 New
PFM
948
Parsec Financial Management
North Carolina
$205K +$202K +1,415 New
CCM
949
Cribstone Capital Management
Maine
$204K -$4.43K -31 -2%
FA
950
Fountainhead AM
New Jersey
$203K +$200K +1,399 New
36 37
38
39 40