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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMP
1126
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$491K +$485K +2,316 New
MIM
1127
Macroview Investment Management
Maryland
$491K +$16.1K +77 +3%
AWM
1128
Aureum Wealth Management
Florida
$489K +$483K +2,305 New
GFM
1129
GEN Financial Management
Minnesota
$486K – – –
GKWIM
1130
Gerber Kawasaki Wealth & Investment Management
California
$486K +$9.43K +45 +2%
VWA
1131
Visionary Wealth Advisors
Illinois
$483K -$7.13K -34 -1%
PW
1132
Potentia Wealth
California
$482K -$39.4K -188 -8%
KHC
1133
Koesten Hirschmann & Crabtree
Kansas
$478K – – –
VA
1134
Vident Advisory
Georgia
$478K -$182K -870 -28%
CNBT
1135
Canandaigua National Bank & Trust
New York
$478K -$34K -162 -7%
APW
1136
Aurora Private Wealth
New Jersey
$477K +$472K +2,250 New
RRWA
1137
Rainey & Randall Wealth Advisors
Florida
$476K +$3.77K +18 +0.8%
MFP
1138
Meramec Financial Planners
Missouri
$475K +$448K +2,139 New
RMCM
1139
Reynders McVeigh Capital Management
Massachusetts
$474K – – –
GT
1140
GreatBanc Trust
Illinois
$472K – – –
BHPW
1141
Beverly Hills Private Wealth
California
$471K +$135K +643 +41%
HI
1142
Hyundai Investments
South Korea
$470K +$461K +2,200 New
FWTB
1143
First Western Trust Bank
Colorado
$468K – – –
CIC
1144
Carnegie Investment Counsel
Ohio
$467K -$283K -1,352 -38%
BB
1145
Busey Bank
Illinois
$467K -$45.1K -215 -9%
KWS
1146
Keystone Wealth Services
California
$466K +$460K +2,195 New
EWA
1147
Exit Wealth Advisors
Georgia
$465K -$104K -494 -18%
CFG
1148
Clayton Financial Group
Missouri
$464K – – –
KFG
1149
Kingdom Financial Group
Arizona
$463K +$458K +2,183 New
AWM
1150
Aviso Wealth Management
Washington
$463K +$8.17K +39 +2%
44 45
46
47 48