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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1151
Atlantic Union Bankshares
Virginia
$315K – – –
WA1
1152
Wimmer Associates 1
California
$313K – – –
OAS
1153
Optivise Advisory Services
Tennessee
$313K +$1.16K +6 +0.4%
CFAM
1154
Center For Asset Management
Florida
$312K +$387 +2 +0.1%
BWM
1155
Brown Wealth Management
Illinois
$312K +$7.55K +39 +2%
GKWIM
1156
Gerber Kawasaki Wealth & Investment Management
California
$311K +$2.9K +15 +0.9%
W
1157
Wealthquest
Ohio
$310K – – –
PCG
1158
Prosperity Consulting Group
Maryland
$310K -$1.74K -9 -0.6%
FWCM
1159
Ferguson Wellman Capital Management
Oregon
$310K +$314K +1,625 New
MWA
1160
MN Wealth Advisors
Kansas
$309K +$313K +1,620 New
HA
1161
Huntleigh Advisors
Missouri
$308K -$4.84K -25 -2%
JFGIW
1162
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$307K +$10.3K +53 +3%
DP
1163
Denver PWM
Colorado
$307K +$29K +150 +10%
FF
1164
Friday Financial
Iowa
$306K – – –
FFA
1165
Founders Financial Alliance
North Carolina
$305K +$103K +533 +50%
AGC
1166
Aspen Grove Capital
Colorado
$305K +$194 +1 +0.1%
RW
1167
Ridgeline Wealth
Arizona
$305K -$78K -403 -20%
FOR
1168
Family Office Research
Maryland
$304K -$55K -284 -15%
CWM
1169
Copia Wealth Management
Oregon
$304K – – –
TFO
1170
Timonier Family Office
North Carolina
$300K – – –
KA
1171
Kovack Advisors
Florida
$299K -$21.3K -110 -7%
PS
1172
Planned Solutions
California
$298K +$57.1K +295 +23%
DIM
1173
Delta Investment Management
California
$297K +$25.7K +133 +9%
CMP
1174
Courage Miller Partners
Virginia
$296K -$194 -1 -0.1%
WJWM
1175
Williams Jones Wealth Management
New York
$296K – – –
45 46
47
48 49