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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
1126
Aspen Grove Capital
Colorado
$315K – – –
FW
1127
Fairway Wealth
Ohio
$315K – – –
PP
1128
Prudential plc
United Kingdom
$315K +$304K +1,600 New
BWM
1129
Brown Wealth Management
Illinois
$315K +$950 +5 +0.3%
GM
1130
GeoWealth Management
Illinois
$311K +$58.7K +309 +24%
IFWM
1131
Institute for Wealth Management
Colorado
$311K +$9.31K +49 +3%
UL
1132
Unionview LLC
Washington
$310K +$190 +1 +0.1%
SIAG
1133
Safeguard Investment Advisory Group
California
$308K +$297K +1,562 New
CW
1134
CIC Wealth
Maryland
$308K – – –
RWA
1135
River Wealth Advisors
Pennsylvania
$307K +$296K +1,559 New
EA
1136
Everpar Advisors
Oklahoma
$307K +$19.9K +105 +7%
CMP
1137
Courage Miller Partners
Virginia
$307K -$2.47K -13 -0.8%
RP
1138
Riverwater Partners
Wisconsin
$306K – – –
QP
1139
Quartz Partners
New York
$306K +$295K +1,552 New
CJ
1140
Caitlin John
Michigan
$306K – – –
SWM
1141
Sugarloaf Wealth Management
Georgia
$305K -$380 -2 -0.1%
BBNA
1142
Bremer Bank National Association
Minnesota
$303K -$762K -4,009 -72%
BWP
1143
Baldwin Wealth Partners
Massachusetts
$303K -$26.6K -140 -8%
HFW
1144
Horizon Family Wealth
Illinois
$301K +$1.71K +9 +0.6%
LG
1145
LaFleur & Godfrey
Michigan
$299K – – –
FA
1146
Fountainhead AM
New Jersey
$296K +$1.33K +7 +0.5%
MMG
1147
Monetary Management Group
Missouri
$296K – – –
GIA
1148
Goodwin Investment Advisory
Georgia
$295K -$25.6K -135 -8%
KCM
1149
KRS Capital Management
Michigan
$295K – – –
BFA
1150
Beaumont Financial Advisors
Massachusetts
$295K -$4.94K -26 -2%
44 45
46
47 48