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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1201
McHugh Group
Ohio
$294K – – –
MMG
1202
Monetary Management Group
Missouri
$293K – – –
KCM
1203
KRS Capital Management
Michigan
$292K – – –
BFA
1204
Beaumont Financial Advisors
Massachusetts
$292K – – –
CWM
1205
Copia Wealth Management
Oregon
$291K -$19K -102 -6%
LSA
1206
L & S Advisors
California
$290K -$1.3K -7 -0.5%
BC
1207
Barrett & Company
Rhode Island
$290K – – –
PWM
1208
PBMares Wealth Management
Virginia
$289K -$5.96K -32 -2%
CWM
1209
Crowley Wealth Management
Delaware
$289K +$14.9K +80 +6%
LG
1210
LaFleur & Godfrey
Michigan
$288K – – –
SIAG
1211
Safeguard Investment Advisory Group
California
$287K -$57.2K -307 -17%
AA
1212
Aufman Associates
Pennsylvania
$286K – – –
HIP
1213
Harrell Investment Partners
Texas
$286K +$61.7K +331 +29%
EWA
1214
Evolution Wealth Advisors
Florida
$285K – – –
WCG
1215
Weaver Consulting Group
California
$284K – – –
BFP
1216
Beacon Financial Planning
Massachusetts
$282K +$1.12K +6 +0.4%
CHC
1217
City Holding Co
West Virginia
$280K – – –
AAS
1218
Annex Advisory Services
Wisconsin
$280K -$16.4K -88 -6%
FCIM
1219
Fairview Capital Investment Management
California
$279K – – –
KHCM
1220
Kirtland Hills Capital Management
Ohio
$279K – – –
OCPWS
1221
One Charles Private Wealth Services
Massachusetts
$278K -$159K -854 -38%
HFO
1222
Heritage Family Offices
Arizona
$278K – – –
QP
1223
Quartz Partners
New York
$277K -$1.86K -10 -0.7%
GAA
1224
Global Assets Advisory
Florida
$277K +$261K +1,403 New
PFBT
1225
Parkside Financial Bank & Trust
Missouri
$277K – – –
47 48
49
50 51