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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1001
Evergreen Capital Management
Washington
$562K +$149K +741 +37%
CFA
1002
CWS Financial Advisors
Michigan
$558K +$402 +2 +0.1%
FLPIM
1003
F.L. Putnam Investment Management
Massachusetts
$556K +$135K +674 +33%
RSWA
1004
Robinson Smith Wealth Advisors
Maine
$555K – – –
EWA
1005
Exit Wealth Advisors
Georgia
$555K +$540K +2,687 New
ECA
1006
Elevated Capital Advisors
Utah
$551K +$146K +727 +37%
PWP
1007
Prasad Wealth Partners
Ohio
$550K +$2.21K +11 +0.4%
PWMAG
1008
Pinnacle Wealth Management Advisory Group
New Jersey
$550K -$17.5K -87 -3%
TTWM
1009
TCV Trust & Wealth Management
Virginia
$545K -$15.1K -75 -3%
TGAM
1010
TBH Global Asset Management
Tennessee
$543K +$528K +2,630 New
CA
1011
CGN Advisors
Kansas
$539K – – –
FAM
1012
Frontier Asset Management
Wyoming
$538K +$2.01K +10 +0.4%
GWM
1013
GDS Wealth Management
Texas
$538K +$13.3K +66 +3%
WF
1014
Welch & Forbes
Massachusetts
$537K – – –
PW
1015
PUREfi Wealth
Massachusetts
$535K +$7.43K +37 +1%
GCA
1016
Gradient Capital Advisors
California
$535K – – –
FBB
1017
Fulton Breakefield Broenniman
Maryland
$534K +$146K +725 +39%
IRAG
1018
Investment Research & Advisory Group
Georgia
$530K +$2.41K +12 +0.5%
AB
1019
Atlas Brown
Kentucky
$529K -$8.03K -40 -2%
CIA
1020
Cape Investment Advisory
Georgia
$527K +$64.1K +319 +14%
BZWA
1021
Blue Zone Wealth Advisors
California
$519K -$3.21K -16 -0.6%
IAA
1022
Independent Advisor Alliance
North Carolina
$516K -$15.9K -79 -3%
HNWAG
1023
High Net Worth Advisory Group
Florida
$516K – – –
SSW
1024
Stone Summit Wealth
Florida
$514K -$12.5K -62 -2%
OPWM
1025
Oregon Pacific Wealth Management
Oregon
$514K +$92.2K +459 +23%
39 40
41
42 43