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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
951
Mine & Arao Wealth Creation & Management
California
$153K +$308 +2 +0.2%
SBL
952
Sargent Bickham Lagudis
Colorado
$152K +$154 +1 +0.1%
CHA
953
Carmichael Hill & Associates
Maryland
$151K – – –
BFEC
954
Benjamin F. Edwards & Company
Missouri
$145K -$1.85K -12 -1%
MFC
955
Mechanics Financial Corp
Ohio
$144K – – –
HNWAG
956
High Net Worth Advisory Group
Florida
$125K – – –
MHR
957
Matthew Hamilton Rosenberg
$119K +$51.2K +333 +77%
RCM
958
Raleigh Capital Management
North Carolina
$117K +$115K +750 New
RWM
959
Raffa Wealth Management
District of Columbia
$113K +$462 +3 +0.4%
LPP
960
Life Planning Partners
Florida
$113K – – –
FCMT
961
Founders Capital Management (Texas)
Texas
$111K – – –
RIM
962
Rockbridge Investment Management
New York
$108K +$29.5K +192 +38%
CSB
963
City State Bank
Iowa
$105K – – –
CA
964
Crewe Advisors
Utah
$104K +$95.7K +622 +1,382%
LB
965
Legacy Bridge
Iowa
$101K – – –
MWM
966
Mascoma Wealth Management
New Hampshire
$99K +$98.2K +638 New
TF
967
Tompkins Financial
New York
$96K – – –
CAAS
968
Capital Asset Advisory Services
Michigan
$95K – – –
BWM
969
BerganKDV Wealth Management
Minnesota
$94K -$136K -882 -59%
KTC
970
Kistler-Tiffany Companies
Pennsylvania
$89K – – –
EW
971
Element Wealth
Mississippi
$87K -$21.5K -140 -20%
BBPWM
972
Blue Bell Private Wealth Management
Pennsylvania
$86K +$69.6K +452 +448%
WAM
973
Worth Asset Management
Texas
$86K +$92.2K +599 New
KC
974
Knuff & Co
California
$83K – – –
EWM
975
Evermay Wealth Management
Virginia
$81K – – –
37 38
39
40 41