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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
1101
Colton Groome Financial Advisors
North Carolina
$359K -$107K -555 -22%
MFA
1102
Millington Financial Advisors
Illinois
$358K +$1.55K +8 +0.4%
CFS
1103
Compass Financial Services
Iowa
$358K +$1.16K +6 +0.3%
AIS
1104
American Investment Services
Massachusetts
$358K – – –
BFAG
1105
Blackston Financial Advisory Group
Florida
$356K -$12.8K -66 -3%
SWP
1106
ShoreHaven Wealth Partners
New Jersey
$356K – – –
GIA
1107
Guyasuta Investment Advisors
Pennsylvania
$354K +$2.9K +15 +0.8%
LP
1108
LGL Partners
Pennsylvania
$354K +$1.35K +7 +0.4%
BA
1109
Bellwether Advisors
Nebraska
$353K +$70K +362 +24%
LWM
1110
LongView Wealth Management
Georgia
$353K -$29K -150 -8%
CJH
1111
Christopher J. Hasenberg
Wisconsin
$352K – – –
WW
1112
Westshore Wealth
California
$351K +$1.55K +8 +0.4%
OBWG
1113
Onyx Bridge Wealth Group
New York
$351K -$5.03K -26 -1%
GAM
1114
Gotham Asset Management
New York
$350K +$355K +1,835 New
CIA
1115
Cape Investment Advisory
Georgia
$350K +$127K +658 +56%
QCM
1116
QRG Capital Management
Illinois
$349K -$694K -3,586 -66%
YCM
1117
Yousif Capital Management
Michigan
$349K -$1.15M -5,945 -76%
OCM
1118
One Capital Management
California
$349K – – –
BBWP
1119
Beacon Bridge Wealth Partners
Pennsylvania
$349K +$194 +1 +0.1%
GWMR
1120
GC Wealth Management RIA
Massachusetts
$348K – – –
EWM
1121
Evermay Wealth Management
Virginia
$346K – – –
STCOSD
1122
Sageworth Trust Company of South Dakota
South Dakota
$342K – – –
TAM
1123
TCP Asset Management
Ohio
$342K – – –
WIC
1124
Woodmont Investment Counsel
Tennessee
$340K – – –
CIAS
1125
Capital Investment Advisory Services
North Carolina
$340K -$37.2K -192 -10%
43 44
45
46 47