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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
976
Knuff & Co
California
$83K – – –
EWM
977
Evermay Wealth Management
Virginia
$81K – – –
CWA
978
Clearview Wealth Advisors
Oregon
$79K – – –
CHC
979
City Holding Co
West Virginia
$79K +$63.1K +410 +410%
PMFA
980
Plante Moran Financial Advisors
Michigan
$78K -$120K -778 -61%
RFWA
981
RPg Family Wealth Advisory
Massachusetts
$71.3K – – –
FP
982
Financial Perspectives
Minnesota
$70.6K +$308 +2 +0.4%
OIA
983
Optimum Investment Advisors
Illinois
$70K – – –
LWP
984
Lumature Wealth Partners
Georgia
$69K -$5.08K -33 -7%
AWM
985
Accel Wealth Management
Iowa
$66K +$154 +1 +0.2%
PCA
986
Permit Capital Advisors
Pennsylvania
$66K +$64.3K +418 New
TCM
987
Tradewinds Capital Management
Washington
$65K – – –
AA
988
Addison Advisors
Vermont
$64K +$44.9K +292 +239%
JPLA
989
Joseph P. Lucia & Associates
New York
$64K +$63.1K +410 New
RWA
990
RGT Wealth Advisors
Texas
$63K +$62.3K +405 New
AC
991
AlphaCore Capital
California
$60K -$67.4K -438 -53%
IIL
992
Insight Inv LLC
California
$59K – – –
WIM
993
Wittenberg Investment Management
Massachusetts
$59K +$58.5K +380 New
CBT
994
CoreFirst Bank & Trust
Kansas
$55K – – –
BONH
995
Bank of New Hampshire
New Hampshire
$55K +$53.9K +350 New
CPFP
996
Clear Perspectives Financial Planning
Ohio
$52K – – –
WT
997
Washington Trust
Rhode Island
$52K – – –
CWP
998
Concord Wealth Partners
Virginia
$50K +$12.3K +80 +33%
AWM
999
Activest Wealth Management
Florida
$49K +$12K +78 +33%
EC
1000
Estate Counselors
Wisconsin
$47K -$15.4K -100 -25%
38 39
40
41 42