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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1176
Planned Solutions
California
$298K +$57.1K +295 +23%
DIM
1177
Delta Investment Management
California
$297K +$25.7K +133 +9%
CMP
1178
Courage Miller Partners
Virginia
$296K -$194 -1 -0.1%
WJWM
1179
Williams Jones Wealth Management
New York
$296K – – –
TSS
1180
Two Sigma Securities
New York
$294K -$111K -575 -27%
BWP
1181
Baldwin Wealth Partners
Massachusetts
$293K – – –
UCB
1182
United Community Bank
South Carolina
$293K -$8.71K -45 -3%
VCM
1183
Vivaldi Capital Management
Illinois
$292K +$581 +3 +0.2%
FB
1184
Fulton Bank
Pennsylvania
$292K -$104K -539 -26%
BHPW
1185
Beverly Hills Private Wealth
California
$290K +$60.2K +311 +26%
AAS
1186
Annex Advisory Services
Wisconsin
$289K +$17K +88 +6%
UFA
1187
Uptown Financial Advisors
Texas
$289K +$30.8K +159 +12%
FA
1188
Fountainhead AM
New Jersey
$289K +$1.16K +6 +0.4%
CJ
1189
Caitlin John
Michigan
$289K – – –
PWM
1190
PBMares Wealth Management
Virginia
$288K +$387 +2 +0.1%
AP
1191
Americana Partners
Texas
$288K – – –
FPL
1192
Fortress Private Ledger
North Carolina
$287K +$292K +1,507 New
PA
1193
PSI Advisors
Florida
$286K +$19.2K +99 +7%
MG
1194
McHugh Group
Ohio
$286K – – –
SIG
1195
Sargent Investment Group
Maryland
$286K – – –
MMG
1196
Monetary Management Group
Missouri
$286K – – –
KCM
1197
KRS Capital Management
Michigan
$285K – – –
BFA
1198
Beaumont Financial Advisors
Massachusetts
$285K – – –
LSA
1199
L & S Advisors
California
$284K +$6.39K +33 +2%
RP
1200
Riverwater Partners
Wisconsin
$283K – – –
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