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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
926
Insigneo Advisory Services
Florida
$727K +$83.8K +417 +13%
SF
927
Seros Financial
Arizona
$722K -$9.1M -45,305 -93%
WFS
928
WealthGarden F.S.
California
$718K +$48.6K +242 +8%
JGIA
929
Jackson Grant Investment Advisers
Connecticut
$716K +$2.81K +14 +0.4%
NG
930
Norden Group
Utah
$709K -$10.4K -52 -1%
FWI
931
Facet Wealth Inc
Maryland
$707K +$58.2K +290 +9%
MC
932
Middleton & Co
Massachusetts
$698K +$75.3K +375 +12%
CWM
933
C2C Wealth Management
Arizona
$697K – – –
FPGK
934
Financial Partners Group (Kansas)
Kansas
$697K +$2.01K +10 +0.3%
QFA
935
Quattro Financial Advisors
Texas
$694K +$95.6K +476 +16%
AIM
936
Advyzon Investment Management
Illinois
$693K +$368K +1,832 +120%
RWM
937
Riverbend Wealth Management
South Carolina
$689K +$19.3K +96 +3%
FCH
938
Freestone Capital Holdings
Washington
$688K +$184K +914 +38%
GSEP
939
Golden State Equity Partners
California
$687K – – –
EWM
940
EPG Wealth Management
Georgia
$687K +$2.61K +13 +0.4%
PMFA
941
Plante Moran Financial Advisors
Michigan
$682K -$44.4K -221 -6%
FEM
942
Fulcrum Equity Management
Texas
$681K +$68.7K +342 +12%
AWA
943
ARQ Wealth Advisors
Arizona
$680K +$76.9K +383 +13%
CWMGP
944
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$679K +$201 +1 +0%
LW
945
Linscomb Wealth
Texas
$675K -$25.5K -127 -4%
PFG
946
Pinnacle Financial Group
Illinois
$673K – – –
PVI
947
Pine Valley Investments
New Jersey
$671K +$1.61K +8 +0.2%
LAS
948
Lloyd Advisory Services
Georgia
$670K +$20.1K +100 +3%
SDAM
949
Shulman DeMeo Asset Management
New York
$668K +$803 +4 +0.1%
BIA
950
Benchmark Investment Advisors
Illinois
$667K +$649K +3,232 New
36 37
38
39 40