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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1201
Wealthquest
Ohio
$311K -$4.56K -23 -1%
OLVIG
1202
Oliver Lagore Vanvalin Investment Group
Michigan
$310K +$4.17K +21 +1%
GKWIM
1203
Gerber Kawasaki Wealth & Investment Management
California
$309K -$28.6K -144 -8%
GWM
1204
Greenhouse Wealth Management
Connecticut
$308K -$10.3K -52 -3%
JFGIW
1205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$306K -$536K -2,700 -63%
AGC
1206
Aspen Grove Capital
Colorado
$305K – – –
FW
1207
Fairway Wealth
Ohio
$305K – – –
FF
1208
Friday Financial
Iowa
$305K +$317K +1,600 New
BWM
1209
Brown Wealth Management
Illinois
$305K – – –
CWM
1210
Copia Wealth Management
Oregon
$304K +$316K +1,593 New
VCM
1211
Vivaldi Capital Management
Illinois
$303K +$47.4K +239 +19%
UCB
1212
United Community Bank
South Carolina
$302K +$38.7K +195 +14%
TFO
1213
Timonier Family Office
North Carolina
$300K +$312K +1,573 New
SIAG
1214
Safeguard Investment Advisory Group
California
$298K +$198 +1 +0.1%
GJWM
1215
Gilliland Jeter Wealth Management
Arkansas
$297K +$90K +454 +41%
CMP
1216
Courage Miller Partners
Virginia
$297K – – –
WJWM
1217
Williams Jones Wealth Management
New York
$297K -$9.92K -50 -3%
WA
1218
WESPAC Advisors
California
$296K +$307K +1,550 New
SWM
1219
Sugarloaf Wealth Management
Georgia
$296K +$397 +2 +0.1%
BWP
1220
Baldwin Wealth Partners
Massachusetts
$293K – – –
HFW
1221
Horizon Family Wealth
Illinois
$291K -$397 -2 -0.1%
BTWM
1222
Baker Tilly Wealth Management
Wisconsin
$290K +$301K +1,517 New
TL
1223
Tradewinds LLC
North Carolina
$290K +$293K +1,478 New
CJ
1224
Caitlin John
Michigan
$289K – – –
LG
1225
LaFleur & Godfrey
Michigan
$289K – – –
47 48
49
50 51