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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1026
Boston Financial Management
Massachusetts
$358K – – –
CAG
1027
Curtis Advisory Group
California
$357K – – –
BWA
1028
BlueChip Wealth Advisors
Georgia
$355K +$6.56K +36 +2%
WTB
1029
Washington Trust Bank
Washington
$355K -$81K -445 -19%
EE
1030
EWG Elevate
California
$353K -$1.64K -9 -0.5%
SFWC
1031
Strategic Family Wealth Counselors
New Jersey
$353K – – –
PWP
1032
Perfromance Wealth Partners
Illinois
$352K – – –
OCM
1033
One Capital Management
California
$351K +$81.8K +449 +30%
BWL
1034
Bogart Wealth LLC
Virginia
$350K +$911 +5 +0.3%
AF
1035
Affiance Financial
Minnesota
$349K – – –
BCP
1036
Blue Chip Partners
Michigan
$346K -$18.9K -104 -5%
AFG
1037
Atomi Financial Group
New York
$345K -$25.7K -141 -7%
ACP
1038
Aveo Capital Partners
Colorado
$345K +$10.6K +58 +3%
TW
1039
TrinityPoint Wealth
Connecticut
$342K – – –
AIS
1040
American Investment Services
Massachusetts
$342K -$5.46K -30 -2%
KA
1041
Kovack Advisors
Florida
$341K +$36.8K +202 +12%
SWP
1042
ShoreHaven Wealth Partners
New Jersey
$340K -$2.37K -13 -0.7%
CA
1043
CGN Advisors
Kansas
$339K +$10K +55 +3%
OBWG
1044
Onyx Bridge Wealth Group
New York
$335K -$4.55K -25 -1%
ONST
1045
Old North State Trust
North Carolina
$334K – – –
XF
1046
XML Financial
Maryland
$334K +$96.3K +529 +41%
BBWP
1047
Beacon Bridge Wealth Partners
Pennsylvania
$333K +$364 +2 +0.1%
LP
1048
LGL Partners
Pennsylvania
$333K +$1.64K +9 +0.5%
SWP
1049
Semus Wealth Partners
Florida
$333K +$31.5K +173 +10%
GWMR
1050
GC Wealth Management RIA
Massachusetts
$332K -$11.5K -63 -3%
40 41
42
43 44