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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
926
Winthrop Advisory Group
Massachusetts
$253K -$16K -99 -6%
UL
927
Unionview LLC
Washington
$252K – – –
MLL
928
Moody Lynn & Lieberson
Massachusetts
$252K – – –
BO
929
Bank OZK
Arkansas
$249K +$262K +1,620 New
MA
930
MONECO Advisors
Connecticut
$248K – – –
CHC
931
City Holding Co
West Virginia
$248K -$1.62K -10 -0.6%
AGC
932
Aspen Grove Capital
Colorado
$247K – – –
WJWM
933
Williams Jones Wealth Management
New York
$247K – – –
I
934
INVST
Indiana
$245K +$258K +1,595 New
BWM
935
Brown Wealth Management
Illinois
$242K -$2.42K -15 -0.9%
ACP
936
Aviance Capital Partners
Florida
$242K – – –
PWM
937
PBMares Wealth Management
Virginia
$242K -$1.62K -10 -0.6%
BMCM
938
Burns Matteson Capital Management
New York
$240K -$71.4K -442 -22%
FCH
939
Freestone Capital Holdings
Washington
$238K -$80.8K -500 -24%
GGS
940
Galvin Gaustad & Stein
Arizona
$237K – – –
WQ
941
Wealth Quarterback
New Jersey
$237K -$52.9K -327 -18%
CW
942
CIC Wealth
Maryland
$236K – – –
RWA
943
Redhawk Wealth Advisors
Minnesota
$234K – – –
PFBT
944
Parkside Financial Bank & Trust
Missouri
$233K -$184K -1,139 -43%
SFP
945
Strategic Financial Partners
Oregon
$232K – – –
MCP
946
Mirador Capital Partners
California
$232K -$36.4K -225 -13%
MMG
947
Monetary Management Group
Missouri
$231K – – –
KCM
948
KRS Capital Management
Michigan
$230K – – –
GLA
949
Good Life Advisors
Pennsylvania
$229K +$31.4K +194 +15%
RIM
950
Redwood Investment Management
Arizona
$229K +$241K +1,490 New
36 37
38
39 40