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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
926
LJI Wealth Management
Indiana
$471K +$4.74K +26 +1%
SSW
927
Stone Summit Wealth
Florida
$466K – – –
IRAG
928
Investment Research & Advisory Group
Georgia
$463K – – –
LA
929
LexAurum Advisors
Kansas
$462K +$21.5K +118 +5%
EI
930
Ellevest Inc
New York
$460K – – –
AC
931
Apella Capital
Connecticut
$459K +$18.4K +101 +4%
RIA
932
Realta Investment Advisors
Delaware
$457K +$32.4K +178 +8%
GI
933
GAMMA Investing
California
$456K +$242K +1,328 +113%
EP
934
Edgestream Partners
New Jersey
$456K +$457K +2,507 New
HNWAG
935
High Net Worth Advisory Group
Florida
$455K – – –
NRC
936
New Republic Capital
North Carolina
$454K +$1.82K +10 +0.4%
AWM
937
Alterna Wealth Management
Texas
$453K +$161K +884 +55%
CFG
938
Clayton Financial Group
Missouri
$450K – – –
4WM
939
4J Wealth Management
Virginia
$448K -$1.82K -10 -0.4%
SW
940
SkyOak Wealth
Michigan
$447K +$448K +2,457 New
VWA
941
Visionary Wealth Advisors
Illinois
$446K +$16.9K +93 +4%
LJAC
942
L.J. Altfest & Co
New York
$446K +$43.7K +240 +11%
AIP
943
Almanack Investment Partners
Pennsylvania
$444K -$1.27K -7 -0.3%
EPA
944
Element Pointe Advisors
Florida
$444K – – –
JSL
945
JT Stratford LLC
Georgia
$444K +$14.9K +82 +3%
FCH
946
Freestone Capital Holdings
Washington
$441K +$79.2K +435 +22%
KHC
947
Koesten Hirschmann & Crabtree
Kansas
$440K – – –
OIS
948
Okabena Investment Services
Minnesota
$437K – – –
SG
949
StoneX Group
New York
$436K -$14.2K -78 -3%
LFG
950
Larson Financial Group
Missouri
$436K +$37.3K +205 +9%
36 37
38
39 40