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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Chesapeake Wealth Management
Virginia
$259K -$109K -710 -31%
WJWM
927
Williams Jones Wealth Management
New York
$259K -$35.1K -228 -12%
AGC
928
Aspen Grove Capital
Colorado
$258K +$246K +1,600 New
MC
929
Moors & Cabot
Massachusetts
$258K -$25.2K -164 -9%
BWM
930
Brown Wealth Management
Illinois
$256K +$245K +1,591 New
PWM
931
PBMares Wealth Management
Virginia
$255K +$308 +2 +0.1%
ACP
932
Aviance Capital Partners
Florida
$254K +$35.8K +233 +17%
UFA
933
US Financial Advisors
Massachusetts
$252K – – –
GGS
934
Galvin Gaustad & Stein
Arizona
$248K -$7.69K -50 -3%
CW
935
CIC Wealth
Maryland
$247K +$769 +5 +0.3%
APW
936
Aurora Private Wealth
New Jersey
$246K -$167K -1,085 -42%
RWA
937
Redhawk Wealth Advisors
Minnesota
$245K -$1.39K -9 -0.6%
FFA
938
First Foundation Advisors
California
$245K -$289K -1,877 -55%
SFP
939
Strategic Financial Partners
Oregon
$244K – – –
MMG
940
Monetary Management Group
Missouri
$242K – – –
KCM
941
KRS Capital Management
Michigan
$241K – – –
EWA
942
Evolution Wealth Advisors
Florida
$238K – – –
FCIM
943
Fairview Capital Investment Management
California
$238K -$1.23K -8 -0.5%
RIA
944
Retirement Investment Advisors
Oklahoma
$236K -$437K -2,842 -66%
FCFC
945
First Citizens Financial Corp
Iowa
$233K +$222K +1,446 New
LSA
946
Lion Street Advisors
Texas
$233K +$30.8K +200 +15%
PFO
947
Pathstone Family Office
New Jersey
$232K +$7.23K +47 +3%
MHS
948
M Holdings Securities
Oregon
$232K -$300K -1,947 -57%
DP
949
Denver PWM
Colorado
$230K +$769 +5 +0.4%
WSTAM
950
Wilbanks Smith & Thomas Asset Management
Virginia
$230K -$19.4K -126 -8%
36 37
38
39 40