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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
926
PBMares Wealth Management
Virginia
$240K -$1.06K -7 -0.4%
AIP
927
Ahrens Investment Partners
Louisiana
$239K -$10.6K -70 -4%
NWMG
928
National Wealth Management Group
Ohio
$239K +$240K +1,587 New
IIC
929
Ironwood Investment Counsel
Arizona
$239K +$238K +1,576 New
UFA
930
US Financial Advisors
Massachusetts
$237K – – –
WMS
931
Wealth Management Solutions
Pennsylvania
$237K +$1.06K +7 +0.4%
BFEC
932
Benjamin F. Edwards & Company
Missouri
$236K -$58K -384 -20%
WSTAM
933
Wilbanks Smith & Thomas Asset Management
Virginia
$236K +$235K +1,552 New
CW
934
CIC Wealth
Maryland
$232K +$756 +5 +0.3%
RWA
935
Redhawk Wealth Advisors
Minnesota
$232K -$19.6K -130 -8%
SFP
936
Strategic Financial Partners
Oregon
$229K +$2.72K +18 +1%
PWPS
937
Pinnacle Wealth Planning Services
Ohio
$228K -$800K -5,291 -78%
MMG
938
Monetary Management Group
Missouri
$228K – – –
CA
939
Crewe Advisors
Utah
$227K – – –
KCM
940
KRS Capital Management
Michigan
$227K – – –
FCIM
941
Fairview Capital Investment Management
California
$225K -$11.3K -75 -5%
EWA
942
Evolution Wealth Advisors
Florida
$224K +$223K +1,479 New
KOMWMG
943
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$221K +$907 +6 +0.4%
FHA
944
Flagship Harbor Advisors
Massachusetts
$221K -$3.63K -24 -2%
WB
945
Webster Bank
Connecticut
$219K -$25.4K -168 -10%
BWM
946
Baystate Wealth Management
Massachusetts
$219K -$71.9K -476 -25%
ECM
947
Evergreen Capital Management
Washington
$218K – – –
DP
948
Denver PWM
Colorado
$216K +$907 +6 +0.4%
PL
949
Parthenon LLC
Kentucky
$216K – – –
FA
950
Fountainhead AM
New Jersey
$213K +$1.06K +7 +0.5%
36 37
38
39 40