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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1126
Williams Jones Wealth Management
New York
$316K – – –
WAG
1127
Winthrop Advisory Group
Massachusetts
$316K +$950 +5 +0.3%
AGC
1128
Aspen Grove Capital
Colorado
$315K – – –
FW
1129
Fairway Wealth
Ohio
$315K – – –
PP
1130
Prudential plc
United Kingdom
$315K +$304K +1,600 New
BWM
1131
Brown Wealth Management
Illinois
$315K +$950 +5 +0.3%
GM
1132
GeoWealth Management
Illinois
$311K +$58.7K +309 +24%
IFWM
1133
Institute for Wealth Management
Colorado
$311K +$9.31K +49 +3%
UL
1134
Unionview LLC
Washington
$310K +$190 +1 +0.1%
SIAG
1135
Safeguard Investment Advisory Group
California
$308K +$297K +1,562 New
CW
1136
CIC Wealth
Maryland
$308K – – –
RWA
1137
River Wealth Advisors
Pennsylvania
$307K +$296K +1,559 New
EA
1138
Everpar Advisors
Oklahoma
$307K +$19.9K +105 +7%
CMP
1139
Courage Miller Partners
Virginia
$307K -$2.47K -13 -0.8%
RP
1140
Riverwater Partners
Wisconsin
$306K – – –
QP
1141
Quartz Partners
New York
$306K +$295K +1,552 New
CJ
1142
Caitlin John
Michigan
$306K – – –
SWM
1143
Sugarloaf Wealth Management
Georgia
$305K -$380 -2 -0.1%
BBNA
1144
Bremer Bank National Association
Minnesota
$303K -$762K -4,009 -72%
BWP
1145
Baldwin Wealth Partners
Massachusetts
$303K -$26.6K -140 -8%
HFW
1146
Horizon Family Wealth
Illinois
$301K +$1.71K +9 +0.6%
LG
1147
LaFleur & Godfrey
Michigan
$299K – – –
FA
1148
Fountainhead AM
New Jersey
$296K +$1.33K +7 +0.5%
MMG
1149
Monetary Management Group
Missouri
$296K – – –
GIA
1150
Goodwin Investment Advisory
Georgia
$295K -$25.6K -135 -8%
44 45
46
47 48