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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1101
Cottonwood Capital Advisors
Utah
$294K – – –
CMP
1102
Courage Miller Partners
Virginia
$293K -$178 -1 -0.1%
UL
1103
Unionview LLC
Washington
$292K +$1.24K +7 +0.4%
SIM
1104
Stratos Investment Management
Ohio
$290K +$276K +1,554 New
CW
1105
CIC Wealth
Maryland
$290K +$889 +5 +0.3%
WFC
1106
Western Financial Corp
California
$290K +$276K +1,551 New
CIA
1107
Capital Investment Advisors
Georgia
$288K – – –
AWA
1108
Arkadios Wealth Advisors
Georgia
$287K +$273K +1,537 New
PFBT
1109
Parkside Financial Bank & Trust
Missouri
$286K +$3.02K +17 +1%
SWM
1110
Sugarloaf Wealth Management
Georgia
$285K +$39.3K +221 +17%
BFA
1111
Beaumont Financial Advisors
Massachusetts
$284K +$4.62K +26 +2%
CCMG
1112
Clark Capital Management Group
Pennsylvania
$283K +$15.6K +88 +6%
CJ
1113
Caitlin John
Michigan
$283K -$32.4K -182 -11%
HFW
1114
Horizon Family Wealth
Illinois
$282K +$1.24K +7 +0.5%
LEA
1115
Legacy Edge Advisors
New York
$282K +$268K +1,510 New
WA
1116
WESPAC Advisors
California
$282K +$268K +1,510 New
FCA
1117
FinTrust Capital Advisors
South Carolina
$281K +$257K +1,444 +2,407%
MMG
1118
Monetary Management Group
Missouri
$280K – – –
SL
1119
Summitry LLC
California
$280K +$267K +1,500 New
LSA
1120
L & S Advisors
California
$280K +$2.67K +15 +1%
KCM
1121
KRS Capital Management
Michigan
$279K – – –
FA
1122
Fountainhead AM
New Jersey
$278K +$11.6K +65 +5%
PWM
1123
PBMares Wealth Management
Virginia
$276K +$355 +2 +0.1%
BKA
1124
Brick & Kyle Associates
Pennsylvania
$276K +$267K +1,501 New
OCM
1125
One Capital Management
California
$276K -$14.2K -80 -5%
43 44
45
46 47