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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
976
Cassady Schiller Wealth Management
Ohio
$418K +$12.3K +69 +3%
EWA
977
EverSource Wealth Advisors
Alabama
$416K +$360K +2,023 +663%
T2I
978
Turim 21 Investimentos
Brazil
$416K – – –
DWM
979
Dakota Wealth Management
Florida
$415K +$84.6K +476 +27%
AWM
980
Aviso Wealth Management
Washington
$415K +$8.18K +46 +2%
JFG
981
Jefferies Financial Group
New York
$415K -$1.46M -8,210 -79%
LJAC
982
L.J. Altfest & Co
New York
$413K -$23.6K -133 -6%
LWM
983
LongView Wealth Management
Georgia
$413K +$21.3K +120 +6%
ARC
984
Advisor Resource Council
Texas
$412K -$1.78M -10,038 -81%
LFG
985
Larson Financial Group
Missouri
$409K -$104K -583 -21%
MFG
986
Mosaic Financial Group
Illinois
$408K +$388K +2,181 New
HWA
987
HCR Wealth Advisors
California
$407K +$889 +5 +0.2%
CPIA
988
Cornell Pochily Investment Advisors
New York
$407K +$35.5K +200 +10%
FNBTCON
989
First National Bank & Trust Co of Newtown
Pennsylvania
$407K – – –
BONH
990
Bank of New Hampshire
New Hampshire
$406K -$115K -645 -23%
CCM
991
Colorado Capital Management
Colorado
$399K – – –
TWM
992
Thrive Wealth Management
Pennsylvania
$398K -$527K -2,965 -58%
PA
993
Parkside Advisors
California
$396K +$377K +2,121 New
IWS
994
Integrity Wealth Solutions
Colorado
$396K +$20.3K +114 +6%
YCM
995
Yousif Capital Management
Michigan
$396K -$584K -3,285 -61%
PIWA
996
Prevail Innovative Wealth Advisors
Kansas
$395K +$376K +2,116 New
CFAM
997
Center For Asset Management
Florida
$394K -$4.98K -28 -1%
RRWA
998
Rainey & Randall Wealth Advisors
Florida
$394K -$109K -616 -22%
BHPW
999
Beverly Hills Private Wealth
California
$394K +$375K +2,107 New
ST
1000
Sabal Trust
Florida
$391K – – –
38 39
40
41 42