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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1126
LongView Wealth Management
Georgia
$382K -$17.9K -90 -4%
KIA
1127
KCM Investment Advisors
California
$382K -$14.7K -74 -4%
CSWM
1128
Cassady Schiller Wealth Management
Ohio
$381K -$47.6K -240 -11%
GSWM
1129
Golden State Wealth Management
California
$380K +$395K +1,993 New
CSPIA
1130
Cary Street Partners Investment Advisory
Virginia
$380K -$729K -3,673 -65%
IFA
1131
Interactive Financial Advisors
Illinois
$380K -$595 -3 -0.2%
EWA
1132
Evolution Wealth Advisors
Florida
$379K – – –
ECM
1133
Evergreen Capital Management
Washington
$378K -$77.2K -389 -16%
TW
1134
TrinityPoint Wealth
Connecticut
$378K +$19.8K +100 +5%
CIAS
1135
Capital Investment Advisory Services
North Carolina
$377K +$11.9K +60 +3%
BFM
1136
Boston Financial Management
Massachusetts
$376K – – –
CAG
1137
Curtis Advisory Group
California
$375K – – –
MC
1138
Middleton & Co
Massachusetts
$372K +$29.8K +150 +8%
UW
1139
Unique Wealth
Florida
$371K +$39.7K +200 +11%
BWL
1140
Bogart Wealth LLC
Virginia
$370K +$1.39K +7 +0.4%
BFAG
1141
Blackston Financial Advisory Group
Florida
$369K -$3.57K -18 -0.9%
NAM
1142
NTV Asset Management
West Virginia
$369K – – –
AF
1143
Affiance Financial
Minnesota
$366K – – –
GIM
1144
Goelzer Investment Management
Indiana
$363K +$377K +1,900 New
APW
1145
Axim Planning & Wealth
Ohio
$362K +$172K +869 +85%
RCM
1146
Riggs Capital Management
Utah
$361K +$375K +1,891 New
FOR
1147
Family Office Research
Maryland
$359K +$373K +1,880 New
AIS
1148
American Investment Services
Massachusetts
$358K – – –
CFS
1149
Compass Financial Services
Iowa
$357K +$371K +1,872 New
SWP
1150
ShoreHaven Wealth Partners
New Jersey
$356K – – –
44 45
46
47 48