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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1101
TCWP
Ohio
$298K +$284K +1,595 New
BWM
1102
Brown Wealth Management
Illinois
$298K +$889 +5 +0.3%
BSSFA
1103
Baron Silver Stevens Financial Advisors
Florida
$296K +$281K +1,583 New
CCA
1104
Cottonwood Capital Advisors
Utah
$294K – – –
CMP
1105
Courage Miller Partners
Virginia
$293K -$178 -1 -0.1%
UL
1106
Unionview LLC
Washington
$292K +$1.24K +7 +0.4%
SIM
1107
Stratos Investment Management
Ohio
$290K +$276K +1,554 New
CW
1108
CIC Wealth
Maryland
$290K +$889 +5 +0.3%
WFC
1109
Western Financial Corp
California
$290K +$276K +1,551 New
CIA
1110
Capital Investment Advisors
Georgia
$288K – – –
AWA
1111
Arkadios Wealth Advisors
Georgia
$287K +$273K +1,537 New
PFBT
1112
Parkside Financial Bank & Trust
Missouri
$286K +$3.02K +17 +1%
SWM
1113
Sugarloaf Wealth Management
Georgia
$285K +$39.3K +221 +17%
BFA
1114
Beaumont Financial Advisors
Massachusetts
$284K +$4.62K +26 +2%
CCMG
1115
Clark Capital Management Group
Pennsylvania
$283K +$15.6K +88 +6%
CJ
1116
Caitlin John
Michigan
$283K -$32.4K -182 -11%
HFW
1117
Horizon Family Wealth
Illinois
$282K +$1.24K +7 +0.5%
LEA
1118
Legacy Edge Advisors
New York
$282K +$268K +1,510 New
WA
1119
WESPAC Advisors
California
$282K +$268K +1,510 New
FCA
1120
FinTrust Capital Advisors
South Carolina
$281K +$257K +1,444 +2,407%
MMG
1121
Monetary Management Group
Missouri
$280K – – –
SL
1122
Summitry LLC
California
$280K +$267K +1,500 New
LSA
1123
L & S Advisors
California
$280K +$2.67K +15 +1%
KCM
1124
KRS Capital Management
Michigan
$279K – – –
FA
1125
Fountainhead AM
New Jersey
$278K +$11.6K +65 +5%
43 44
45
46 47