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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SEM
1001
Strategic Equity Management
Arizona
$566K +$25.9K +129 +5%
QC
1002
Quent Capital
New York
$566K – – –
CFMC
1003
Curbstone Financial Management Corp
New Hampshire
$564K +$549K +2,732 New
ECM
1004
Evergreen Capital Management
Washington
$562K +$149K +741 +37%
CFA
1005
CWS Financial Advisors
Michigan
$558K +$402 +2 +0.1%
FLPIM
1006
F.L. Putnam Investment Management
Massachusetts
$556K +$135K +674 +33%
RSWA
1007
Robinson Smith Wealth Advisors
Maine
$555K – – –
EWA
1008
Exit Wealth Advisors
Georgia
$555K +$540K +2,687 New
ECA
1009
Elevated Capital Advisors
Utah
$551K +$146K +727 +37%
PWP
1010
Prasad Wealth Partners
Ohio
$550K +$2.21K +11 +0.4%
PWMAG
1011
Pinnacle Wealth Management Advisory Group
New Jersey
$550K -$17.5K -87 -3%
TTWM
1012
TCV Trust & Wealth Management
Virginia
$545K -$15.1K -75 -3%
TGAM
1013
TBH Global Asset Management
Tennessee
$543K +$528K +2,630 New
CA
1014
CGN Advisors
Kansas
$539K – – –
FAM
1015
Frontier Asset Management
Wyoming
$538K +$2.01K +10 +0.4%
GWM
1016
GDS Wealth Management
Texas
$538K +$13.3K +66 +3%
WF
1017
Welch & Forbes
Massachusetts
$537K – – –
PW
1018
PUREfi Wealth
Massachusetts
$535K +$7.43K +37 +1%
GCA
1019
Gradient Capital Advisors
California
$535K – – –
FBB
1020
Fulton Breakefield Broenniman
Maryland
$534K +$146K +725 +39%
IRAG
1021
Investment Research & Advisory Group
Georgia
$530K +$2.41K +12 +0.5%
AB
1022
Atlas Brown
Kentucky
$529K -$8.03K -40 -2%
CIA
1023
Cape Investment Advisory
Georgia
$527K +$64.1K +319 +14%
BZWA
1024
Blue Zone Wealth Advisors
California
$519K -$3.21K -16 -0.6%
IAA
1025
Independent Advisor Alliance
North Carolina
$516K -$15.9K -79 -3%
39 40
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