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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
1126
Tennessee Valley Asset Management Partners
Tennessee
$510K +$281K +1,299 +116%
BAMG
1127
Brand Asset Management Group
Missouri
$510K +$106K +489 +25%
RDFA
1128
Ritter Daniher Financial Advisory
Ohio
$510K -$2.38K -11 -0.5%
PW
1129
Potentia Wealth
California
$508K +$29K +134 +6%
FWM
1130
Foguth Wealth Management
Michigan
$508K +$53K +245 +12%
OIS
1131
Okabena Investment Services
Minnesota
$507K – – –
WCL
1132
Wealth Care LLC
Florida
$503K +$516K +2,381 New
LJAC
1133
L.J. Altfest & Co
New York
$501K +$866 +4 +0.2%
CFMC
1134
Curbstone Financial Management Corp
New Hampshire
$501K – – –
LAS
1135
Lloyd Advisory Services
Georgia
$500K -$604K -2,788 -54%
KFG
1136
Kingdom Financial Group
Arizona
$500K +$40.5K +187 +9%
SMA
1137
Sage Mountain Advisors
Georgia
$499K -$2.38K -11 -0.5%
WTB
1138
Washington Trust Bank
Washington
$497K -$51.3K -237 -9%
FNT
1139
First National Trust
Pennsylvania
$495K -$2.81K -13 -0.6%
RPGK
1140
Retirement Planning Group (Kansas)
Kansas
$493K +$279K +1,288 +123%
HC
1141
Hara Capital
Washington
$493K – – –
VWA
1142
VSM Wealth Advisory
Maryland
$492K +$650 +3 +0.1%
FLPIM
1143
F.L. Putnam Investment Management
Massachusetts
$492K -$260K -1,202 -34%
RRWA
1144
Rainey & Randall Wealth Advisors
Florida
$490K +$16.9K +78 +3%
JAG
1145
Journey Advisory Group
Kentucky
$489K -$2.38K -11 -0.5%
HWA
1146
HCR Wealth Advisors
California
$488K +$39K +180 +8%
FWTB
1147
First Western Trust Bank
Colorado
$487K +$22.1K +102 +5%
GFM
1148
GEN Financial Management
Minnesota
$484K – – –
CWM
1149
Cabot Wealth Management
Massachusetts
$484K +$39K +180 +9%
PWMAG
1150
Pinnacle Wealth Management Advisory Group
New Jersey
$482K -$73.4K -339 -13%
44 45
46
47 48