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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1001
Coppell Advisory Solutions
Texas
$276K +$255K +1,588 New
FHA
1002
Flagship Harbor Advisors
Massachusetts
$275K +$26.5K +165 +12%
CMP
1003
Courage Miller Partners
Virginia
$273K -$57.1K -355 -18%
UL
1004
Unionview LLC
Washington
$271K -$12.5K -78 -5%
OCM
1005
One Capital Management
California
$271K -$17.4K -108 -6%
CWI
1006
Conscious Wealth Investments
Florida
$271K +$249K +1,551 New
CW
1007
CIC Wealth
Maryland
$269K +$2.09K +13 +0.8%
CIA
1008
Capital Investment Advisors
Georgia
$268K -$49K -305 -17%
GGS
1009
Galvin Gaustad & Stein
Arizona
$267K -$321 -2 -0.1%
NWA
1010
Navis Wealth Advisors
New York
$263K -$21.1K -131 -8%
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$263K – – –
SFP
1012
Strategic Financial Partners
Oregon
$263K – – –
HFW
1013
Horizon Family Wealth
Illinois
$261K +$242K +1,503 New
MMG
1014
Monetary Management Group
Missouri
$261K – – –
KCM
1015
KRS Capital Management
Michigan
$260K – – –
BFA
1016
Beaumont Financial Advisors
Massachusetts
$260K -$113K -702 -32%
UAG
1017
United Advisor Group
Ohio
$258K +$239K +1,484 New
LSA
1018
L & S Advisors
California
$258K -$643 -4 -0.3%
PWM
1019
PBMares Wealth Management
Virginia
$257K -$15.4K -96 -6%
FCIM
1020
Fairview Capital Investment Management
California
$256K – – –
BCG
1021
Breakwater Capital Group
New Jersey
$256K – – –
BFEC
1022
Benjamin F. Edwards & Company
Missouri
$255K -$964 -6 -0.4%
TFA
1023
TPG Financial Advisors
Oregon
$255K +$234K +1,456 New
CWM
1024
Chesapeake Wealth Management
Virginia
$254K – – –
SAI
1025
Savvy Advisors Inc
New York
$254K +$235K +1,460 New
39 40
41
42 43