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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1076
Jefferies Financial Group
New York
$425K – – –
AWM
1077
Aviso Wealth Management
Washington
$424K – – –
HWA
1078
HCR Wealth Advisors
California
$424K – – –
CFG
1079
Clayton Financial Group
Missouri
$424K -$16.7K -84 -4%
AIP
1080
Almanack Investment Partners
Pennsylvania
$423K -$23.8K -120 -5%
FH
1081
Financial Harvest
Florida
$423K +$439K +2,214 New
WFAG
1082
Worth Financial Advisory Group
North Carolina
$422K -$25.8K -130 -6%
PA
1083
Parkside Advisors
California
$422K +$17.5K +88 +4%
WFS
1084
WealthGarden F.S.
California
$420K +$84.7K +427 +24%
FA
1085
Fiducient Advisors
Illinois
$419K -$2.38K -12 -0.5%
SFWC
1086
Strategic Family Wealth Counselors
New Jersey
$418K +$153K +771 +54%
SFA
1087
Salus Financial Advisors
Colorado
$418K +$434K +2,190 New
AP
1088
Appleton Partners
Massachusetts
$418K +$180K +907 +71%
RRWA
1089
Rainey & Randall Wealth Advisors
Florida
$415K +$2.18K +11 +0.5%
WTB
1090
Washington Trust Bank
Washington
$414K +$58.5K +295 +16%
PP
1091
Postrock Partners
Oregon
$413K +$429K +2,165 New
IIC
1092
Ironwood Investment Counsel
Arizona
$413K +$32.7K +165 +8%
MLL
1093
Moody Lynn & Lieberson
Massachusetts
$412K +$139K +700 +48%
CTFG
1094
Capstone Triton Financial Group
Oklahoma
$412K -$1.78K -9 -0.4%
MMM
1095
Mendel Money Management
Illinois
$408K +$16.3K +82 +4%
ECA
1096
Elevated Capital Advisors
Utah
$408K -$59.9K -302 -12%
CFS
1097
Coordinated Financial Services
Colorado
$407K +$423K +2,133 New
CCM
1098
Colorado Capital Management
Colorado
$407K – – –
MCC
1099
Maiden Cove Capital
Maine
$405K -$17.1K -86 -4%
NAS
1100
Nicolet Advisory Services
Wisconsin
$405K -$18.8K -95 -4%
42 43
44
45 46