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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Ameliora Wealth Management
Switzerland
$64K +$70.8K +500 New
FP
952
Financial Perspectives
Minnesota
$58.9K +$425 +3 +0.7%
OIA
953
Optimum Investment Advisors
Illinois
$58K – – –
AWM
954
Accel Wealth Management
Iowa
$58K +$142 +1 +0.2%
M1FG
955
Mach-1 Financial Group
Arkansas
$58K +$47.8K +337 +293%
RA
956
Rise Advisors
New York
$55K +$425 +3 +0.7%
ACM
957
Absolute Capital Management
Pennsylvania
$54.5K +$59.9K +423 New
AA
958
Addison Advisors
Vermont
$53K – – –
RWA
959
RGT Wealth Advisors
Texas
$52K – – –
FF
960
FourThought Financial
Florida
$51K +$56.7K +400 New
CT
961
Caldwell Trust
Florida
$48.8K – – –
IIL
962
Insight Inv LLC
California
$48K – – –
CBT
963
CoreFirst Bank & Trust
Kansas
$46K – – –
AC
964
AlphaCore Capital
California
$44K – – –
CPFP
965
Clear Perspectives Financial Planning
Ohio
$43K – – –
MCM
966
McMillion Capital Management
North Carolina
$40K – – –
JFA
967
JNBA Financial Advisors
Minnesota
$40K +$3.4K +24 +8%
KFS
968
Kelly Financial Services
Massachusetts
$38.4K -$136K -962 -76%
POIA
969
Pin Oak Investment Advisors
Texas
$38K – – –
RP
970
Rice Partnership
Hawaii
$38K – – –
JWM
971
Janiczek Wealth Management
Colorado
$37K – – –
NIC
972
Northwest Investment Counselors
Oregon
$37K +$40.5K +286 New
TRCT
973
Tower Research Capital (TRC)
New York
$37K +$40.5K +286 New
OHWP
974
Oak Harbor Wealth Partners
North Carolina
$35K – – –
LWP
975
Lumature Wealth Partners
Georgia
$34K – – –
37 38
39
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