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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1101
Emergent Wealth Advisors
New York
$287K +$287K +1,578 New
UL
1102
Unionview LLC
Washington
$286K +$1.27K +7 +0.4%
WFS
1103
WealthGarden F.S.
California
$286K +$286K +1,572 New
CMP
1104
Courage Miller Partners
Virginia
$285K – – –
RP
1105
Riverwater Partners
Wisconsin
$284K -$24.6K -135 -8%
CW
1106
CIC Wealth
Maryland
$284K +$1.27K +7 +0.5%
SWM
1107
Sugarloaf Wealth Management
Georgia
$282K +$4.37K +24 +2%
MIM
1108
Macroview Investment Management
Maryland
$282K +$19.1K +105 +7%
T
1109
TCWP
Ohio
$278K -$11.8K -65 -4%
IFWM
1110
Institute for Wealth Management
Colorado
$278K -$85.4K -469 -23%
BFA
1111
Beaumont Financial Advisors
Massachusetts
$277K – – –
HFW
1112
Horizon Family Wealth
Illinois
$276K +$1.27K +7 +0.5%
CJ
1113
Caitlin John
Michigan
$276K – – –
LG
1114
LaFleur & Godfrey
Michigan
$276K +$276K +1,516 New
SAMT
1115
Select Asset Management & Trust
Pennsylvania
$274K -$32.8K -180 -11%
MMG
1116
Monetary Management Group
Missouri
$273K – – –
FA
1117
Fountainhead AM
New Jersey
$272K +$1.09K +6 +0.4%
KCM
1118
KRS Capital Management
Michigan
$272K – – –
LSA
1119
L & S Advisors
California
$272K -$911 -5 -0.3%
WCG
1120
Weaver Consulting Group
California
$270K -$172K -947 -39%
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$270K -$8.2K -45 -3%
PWM
1122
PBMares Wealth Management
Virginia
$270K +$546 +3 +0.2%
BCG
1123
Breakwater Capital Group
New Jersey
$269K – – –
WQ
1124
Wealth Quarterback
New Jersey
$267K +$9.11K +50 +4%
WFC
1125
Western Financial Corp
California
$267K -$15.7K -86 -6%
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45
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