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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1026
WFA of San Diego
California
$14K +$14.8K +100 New
SIS
1027
Sound Income Strategies
Florida
$14K +$15.1K +102 New
AWM
1028
Abound Wealth Management
Tennessee
$13.4K +$1.33K +9 +10%
BL
1029
Balentine LLC
Georgia
$13K – – –
HFM
1030
Hartford Financial Management
Connecticut
$13K – – –
PO
1031
Private Ocean
California
$13K – – –
LFASL
1032
Lugano Financial Advisors SA (LFA)
Switzerland
$13K +$14.8K +100 New
HI
1033
Hudock Inc
Pennsylvania
$12K -$148 -1 -1%
BEI
1034
Benjamin Edwards Inc
Missouri
$12K +$1.33K +9 +11%
SWA
1035
Sutton Wealth Advisors
Florida
$11.2K +$12.1K +82 New
MAM
1036
Meeder Asset Management
Ohio
$11K -$7.53K -51 -38%
GI
1037
Gradient Investments
Minnesota
$11K -$4.13K -28 -27%
HWA
1038
HHM Wealth Advisors
Tennessee
$11K -$2.21K -15 -16%
AIA
1039
Armor Investment Advisors
North Carolina
$11K – – –
CAGAS
1040
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
FCB
1041
First Command Bank
Texas
$11K – – –
FCFS
1042
First Command Financial Services
Texas
$11K – – –
SIM
1043
Studio Investment Management
Illinois
$11K +$11.5K +78 New
WWP
1044
WR Wealth Planners
Missouri
$10.8K +$148 +1 +1%
ASBI
1045
American State Bank (Iowa)
Iowa
$10.6K – – –
FRA
1046
Front Row Advisors
California
$10K – – –
PIP
1047
Peachtree Investment Partners
Florida
$10K – – –
TFA
1048
Toth Financial Advisory
Virginia
$10K – – –
UFF
1049
USA Financial Formulas
Michigan
$10K +$2.51K +17 +29%
CWM
1050
CarsonAllaria Wealth Management
Illinois
$9K -$163K -1,103 -94%
40 41
42
43 44