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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1126
Golden State Wealth Management
California
$380K +$395K +1,993 New
CSPIA
1127
Cary Street Partners Investment Advisory
Virginia
$380K -$729K -3,673 -65%
IFA
1128
Interactive Financial Advisors
Illinois
$380K -$595 -3 -0.2%
EWA
1129
Evolution Wealth Advisors
Florida
$379K – – –
ECM
1130
Evergreen Capital Management
Washington
$378K -$77.2K -389 -16%
TW
1131
TrinityPoint Wealth
Connecticut
$378K +$19.8K +100 +5%
CIAS
1132
Capital Investment Advisory Services
North Carolina
$377K +$11.9K +60 +3%
BFM
1133
Boston Financial Management
Massachusetts
$376K – – –
CAG
1134
Curtis Advisory Group
California
$375K – – –
MC
1135
Middleton & Co
Massachusetts
$372K +$29.8K +150 +8%
UW
1136
Unique Wealth
Florida
$371K +$39.7K +200 +11%
BWL
1137
Bogart Wealth LLC
Virginia
$370K +$1.39K +7 +0.4%
BFAG
1138
Blackston Financial Advisory Group
Florida
$369K -$3.57K -18 -0.9%
NAM
1139
NTV Asset Management
West Virginia
$369K – – –
AF
1140
Affiance Financial
Minnesota
$366K – – –
GIM
1141
Goelzer Investment Management
Indiana
$363K +$377K +1,900 New
APW
1142
Axim Planning & Wealth
Ohio
$362K +$172K +869 +85%
RCM
1143
Riggs Capital Management
Utah
$361K +$375K +1,891 New
FOR
1144
Family Office Research
Maryland
$359K +$373K +1,880 New
AIS
1145
American Investment Services
Massachusetts
$358K – – –
CFS
1146
Compass Financial Services
Iowa
$357K +$371K +1,872 New
SWP
1147
ShoreHaven Wealth Partners
New Jersey
$356K – – –
OBWG
1148
Onyx Bridge Wealth Group
New York
$356K +$5.36K +27 +1%
CJH
1149
Christopher J. Hasenberg
Wisconsin
$354K -$4.54M -22,878 -93%
LP
1150
LGL Partners
Pennsylvania
$353K +$1.98K +10 +0.5%
44 45
46
47 48