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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1201
TFB Advisors
Kansas
$212K +$212K +1,191 New
OPPS
1202
Obsidian Personal Planning Solutions
Maryland
$208K +$206K +1,161 New
1WA
1203
180 Wealth Advisors
Washington
$208K +$197K +1,111 New
IGWM
1204
ICA Group Wealth Management
Colorado
$206K +$151K +850 +335%
CAM
1205
Clark Asset Management
New Hampshire
$206K +$196K +1,101 New
MC
1206
Mathes Company
New York
$205K +$196K +1,100 New
ACP
1207
Aviance Capital Partners
Florida
$204K +$194K +1,090 New
BCCM
1208
Black Cypress Capital Management
Florida
$203K +$193K +1,087 New
SFMG
1209
Sage Financial Management Group
Virginia
$203K +$193K +1,084 New
EBSAM
1210
Eubel Brady & Suttman Asset Management
Ohio
$203K +$193K +1,087 New
TCOV
1211
Trust Company of Vermont
Vermont
$202K – – –
SFFS
1212
Stonehage Fleming Financial Services
Jersey
$189K +$221K +1,245 New
MAWCM
1213
Mine & Arao Wealth Creation & Management
California
$186K +$178 +1 +0.1%
EWP
1214
Elevation Wealth Partners
California
$182K +$1.6K +9 +0.9%
AAG
1215
Armstrong Advisory Group
Massachusetts
$176K – – –
WB
1216
Webster Bank
Connecticut
$168K – – –
MFC
1217
Mechanics Financial Corp
Ohio
$167K – – –
HCM
1218
Hollencrest Capital Management
California
$165K – – –
GJWM
1219
Gilliland Jeter Wealth Management
Arkansas
$163K +$155K +872 New
FFA
1220
Founders Financial Alliance
North Carolina
$160K – – –
PWM
1221
Provident Wealth Management
Tennessee
$159K – – –
WAG
1222
Wiser Advisor Group
Arizona
$148K +$137K +770 +3,667%
PO
1223
Private Ocean
California
$145K – – –
RFG
1224
REAP Financial Group
Texas
$144K +$137K +769 New
RWM
1225
Raffa Wealth Management
District of Columbia
$142K +$711 +4 +0.5%
47 48
49
50 51