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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
926
MONECO Advisors
Connecticut
$260K -$41.2K -268 -14%
BFA
927
BMS Financial Advisors
South Dakota
$260K -$308 -2 -0.1%
CWM
928
Chesapeake Wealth Management
Virginia
$259K -$109K -710 -31%
WJWM
929
Williams Jones Wealth Management
New York
$259K -$35.1K -228 -12%
AGC
930
Aspen Grove Capital
Colorado
$258K +$246K +1,600 New
MC
931
Moors & Cabot
Massachusetts
$258K -$25.2K -164 -9%
BWM
932
Brown Wealth Management
Illinois
$256K +$245K +1,591 New
PWM
933
PBMares Wealth Management
Virginia
$255K +$308 +2 +0.1%
ACP
934
Aviance Capital Partners
Florida
$254K +$35.8K +233 +17%
UFA
935
US Financial Advisors
Massachusetts
$252K – – –
GGS
936
Galvin Gaustad & Stein
Arizona
$248K -$7.69K -50 -3%
CW
937
CIC Wealth
Maryland
$247K +$769 +5 +0.3%
APW
938
Aurora Private Wealth
New Jersey
$246K -$167K -1,085 -42%
RWA
939
Redhawk Wealth Advisors
Minnesota
$245K -$1.39K -9 -0.6%
FFA
940
First Foundation Advisors
California
$245K -$289K -1,877 -55%
SFP
941
Strategic Financial Partners
Oregon
$244K – – –
MMG
942
Monetary Management Group
Missouri
$242K – – –
KCM
943
KRS Capital Management
Michigan
$241K – – –
EWA
944
Evolution Wealth Advisors
Florida
$238K – – –
FCIM
945
Fairview Capital Investment Management
California
$238K -$1.23K -8 -0.5%
RIA
946
Retirement Investment Advisors
Oklahoma
$236K -$437K -2,842 -66%
FCFC
947
First Citizens Financial Corp
Iowa
$233K +$222K +1,446 New
LSA
948
Lion Street Advisors
Texas
$233K +$30.8K +200 +15%
PFO
949
Pathstone Family Office
New Jersey
$232K +$7.23K +47 +3%
MHS
950
M Holdings Securities
Oregon
$232K -$300K -1,947 -57%
36 37
38
39 40