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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1051
Ironwood Investment Counsel
Arizona
$394K +$190 +1 +0.1%
IFA
1052
Interactive Financial Advisors
Illinois
$393K -$2.28K -12 -0.6%
EWA
1053
Evolution Wealth Advisors
Florida
$391K +$108K +569 +40%
FI
1054
FWG Investments
Kentucky
$390K +$43.1K +227 +13%
ACP
1055
Aveo Capital Partners
Colorado
$390K +$15.6K +82 +4%
CCA
1056
Conservest Capital Advisors
Pennsylvania
$389K – – –
BFM
1057
Boston Financial Management
Massachusetts
$388K – – –
CAG
1058
Curtis Advisory Group
California
$387K – – –
BWA
1059
BlueChip Wealth Advisors
Georgia
$385K – – –
BFAG
1060
Blackston Financial Advisory Group
Florida
$385K +$371K +1,953 New
EE
1061
EWG Elevate
California
$383K – – –
NAM
1062
NTV Asset Management
West Virginia
$382K -$19K -100 -5%
PWP
1063
Perfromance Wealth Partners
Illinois
$382K – – –
BWL
1064
Bogart Wealth LLC
Virginia
$381K +$1.14K +6 +0.3%
AF
1065
Affiance Financial
Minnesota
$378K – – –
CIAS
1066
Capital Investment Advisory Services
North Carolina
$378K -$18.8K -99 -5%
CHA
1067
Carmichael Hill & Associates
Maryland
$373K +$33.2K +175 +10%
TW
1068
TrinityPoint Wealth
Connecticut
$370K – – –
AIS
1069
American Investment Services
Massachusetts
$370K – – –
OCM
1070
One Capital Management
California
$370K -$9.5K -50 -3%
WTB
1071
Washington Trust Bank
Washington
$370K -$14.4K -76 -4%
SWP
1072
ShoreHaven Wealth Partners
New Jersey
$368K -$190 -1 -0.1%
GIA
1073
Guyasuta Investment Advisors
Pennsylvania
$363K – – –
LP
1074
LGL Partners
Pennsylvania
$363K +$2.09K +11 +0.6%
OBWG
1075
Onyx Bridge Wealth Group
New York
$363K +$190 +1 +0.1%
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