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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
926
Welch & Forbes
Massachusetts
$472K – – –
SAI
927
Savvy Advisors Inc
New York
$472K +$124K +679 +36%
LWM
928
LJI Wealth Management
Indiana
$471K +$4.74K +26 +1%
SSW
929
Stone Summit Wealth
Florida
$466K – – –
IRAG
930
Investment Research & Advisory Group
Georgia
$463K – – –
LA
931
LexAurum Advisors
Kansas
$462K +$21.5K +118 +5%
EI
932
Ellevest Inc
New York
$460K – – –
AC
933
Apella Capital
Connecticut
$459K +$18.4K +101 +4%
RIA
934
Realta Investment Advisors
Delaware
$457K +$32.4K +178 +8%
GI
935
GAMMA Investing
California
$456K +$242K +1,328 +113%
EP
936
Edgestream Partners
New Jersey
$456K +$457K +2,507 New
HNWAG
937
High Net Worth Advisory Group
Florida
$455K – – –
NRC
938
New Republic Capital
North Carolina
$454K +$1.82K +10 +0.4%
AWM
939
Alterna Wealth Management
Texas
$453K +$161K +884 +55%
CFG
940
Clayton Financial Group
Missouri
$450K – – –
4WM
941
4J Wealth Management
Virginia
$448K -$1.82K -10 -0.4%
SW
942
SkyOak Wealth
Michigan
$447K +$448K +2,457 New
VWA
943
Visionary Wealth Advisors
Illinois
$446K +$16.9K +93 +4%
LJAC
944
L.J. Altfest & Co
New York
$446K +$43.7K +240 +11%
AIP
945
Almanack Investment Partners
Pennsylvania
$444K -$1.27K -7 -0.3%
EPA
946
Element Pointe Advisors
Florida
$444K – – –
JSL
947
JT Stratford LLC
Georgia
$444K +$14.9K +82 +3%
FCH
948
Freestone Capital Holdings
Washington
$441K +$79.2K +435 +22%
KHC
949
Koesten Hirschmann & Crabtree
Kansas
$440K – – –
OIS
950
Okabena Investment Services
Minnesota
$437K – – –
36 37
38
39 40