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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
976
Colonial Trust
South Carolina
$155K +$153K +1,071 New
EWM
977
Evermay Wealth Management
Virginia
$155K – – –
ZIG
978
Zullo Investment Group
Pennsylvania
$149K +$3.57K +25 +2%
VWM
979
Valley Wealth Managers
New Jersey
$149K – – –
BA
980
Ballast Advisors
Minnesota
$149K +$1.43K +10 +1%
MAWCM
981
Mine & Arao Wealth Creation & Management
California
$144K +$571 +4 +0.4%
MFC
982
Mechanics Financial Corp
Ohio
$134K – – –
FFA
983
Founders Financial Alliance
North Carolina
$132K -$41.8K -293 -24%
HCM
984
Hollencrest Capital Management
California
$128K +$126K +885 New
BA
985
Bellwether Advisors
Nebraska
$127K -$5.71K -40 -4%
MHR
986
Matthew Hamilton Rosenberg
$126K +$15.3K +107 +14%
PWM
987
Provident Wealth Management
Tennessee
$124K – – –
GFWA
988
Grey Fox Wealth Advisors
Delaware
$122K +$120K +843 New
SBL
989
Sargent Bickham Lagudis
Colorado
$121K -$19.8K -139 -14%
SFFS
990
Stonehage Fleming Financial Services
Jersey
$112K +$111K +775 New
RCM
991
Raleigh Capital Management
North Carolina
$111K -$50.5K -354 -32%
NMG
992
New Millennium Group
Utah
$108K +$143 +1 +0.1%
RWM
993
Raffa Wealth Management
District of Columbia
$107K +$1.43K +10 +1%
SC
994
Stephens Consulting
Michigan
$106K +$105K +734 New
MCM
995
Manchester Capital Management
Vermont
$105K -$35.4K -248 -25%
CFD
996
Creative Financial Designs
Indiana
$98K -$5.57K -39 -5%
CSB
997
City State Bank
Iowa
$98K – – –
LB
998
Legacy Bridge
Iowa
$94.4K – – –
MWM
999
Mascoma Wealth Management
New Hampshire
$92.6K – – –
KTC
1000
Kistler-Tiffany Companies
Pennsylvania
$92.4K – – –
38 39
40
41 42