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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1201
ICA Group Wealth Management
Colorado
$206K +$151K +850 +335%
CAM
1202
Clark Asset Management
New Hampshire
$206K +$196K +1,101 New
MC
1203
Mathes Company
New York
$205K +$196K +1,100 New
ACP
1204
Aviance Capital Partners
Florida
$204K +$194K +1,090 New
BCCM
1205
Black Cypress Capital Management
Florida
$203K +$193K +1,087 New
SFMG
1206
Sage Financial Management Group
Virginia
$203K +$193K +1,084 New
EBSAM
1207
Eubel Brady & Suttman Asset Management
Ohio
$203K +$193K +1,087 New
TCOV
1208
Trust Company of Vermont
Vermont
$202K – – –
SFFS
1209
Stonehage Fleming Financial Services
Jersey
$189K +$221K +1,245 New
MAWCM
1210
Mine & Arao Wealth Creation & Management
California
$186K +$178 +1 +0.1%
EWP
1211
Elevation Wealth Partners
California
$182K +$1.6K +9 +0.9%
AAG
1212
Armstrong Advisory Group
Massachusetts
$176K – – –
WB
1213
Webster Bank
Connecticut
$168K – – –
MFC
1214
Mechanics Financial Corp
Ohio
$167K – – –
HCM
1215
Hollencrest Capital Management
California
$165K – – –
GJWM
1216
Gilliland Jeter Wealth Management
Arkansas
$163K +$155K +872 New
FFA
1217
Founders Financial Alliance
North Carolina
$160K – – –
PWM
1218
Provident Wealth Management
Tennessee
$159K – – –
WAG
1219
Wiser Advisor Group
Arizona
$148K +$137K +770 +3,667%
PO
1220
Private Ocean
California
$145K – – –
RFG
1221
REAP Financial Group
Texas
$144K +$137K +769 New
RWM
1222
Raffa Wealth Management
District of Columbia
$142K +$711 +4 +0.5%
APW
1223
Atlantic Private Wealth
North Carolina
$137K +$533 +3 +0.4%
LB
1224
Legacy Bridge
Iowa
$136K +$2.49K +14 +2%
VNA
1225
Valley National Advisers
Pennsylvania
$132K +$533 +3 +0.4%
47 48
49
50 51