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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1201
Advyzon Investment Management
Illinois
$298K +$73.4K +394 +35%
CJ
1202
Caitlin John
Michigan
$296K – – –
SIG
1203
Sargent Investment Group
Maryland
$295K – – –
MG
1204
McHugh Group
Ohio
$294K – – –
MMG
1205
Monetary Management Group
Missouri
$293K – – –
KCM
1206
KRS Capital Management
Michigan
$292K – – –
BFA
1207
Beaumont Financial Advisors
Massachusetts
$292K – – –
CWM
1208
Copia Wealth Management
Oregon
$291K -$19K -102 -6%
LSA
1209
L & S Advisors
California
$290K -$1.3K -7 -0.5%
BC
1210
Barrett & Company
Rhode Island
$290K – – –
PWM
1211
PBMares Wealth Management
Virginia
$289K -$5.96K -32 -2%
CWM
1212
Crowley Wealth Management
Delaware
$289K +$14.9K +80 +6%
LG
1213
LaFleur & Godfrey
Michigan
$288K – – –
SIAG
1214
Safeguard Investment Advisory Group
California
$287K -$57.2K -307 -17%
AA
1215
Aufman Associates
Pennsylvania
$286K – – –
HIP
1216
Harrell Investment Partners
Texas
$286K +$61.7K +331 +29%
EWA
1217
Evolution Wealth Advisors
Florida
$285K – – –
WCG
1218
Weaver Consulting Group
California
$284K – – –
BFP
1219
Beacon Financial Planning
Massachusetts
$282K +$1.12K +6 +0.4%
CHC
1220
City Holding Co
West Virginia
$280K – – –
AAS
1221
Annex Advisory Services
Wisconsin
$280K -$16.4K -88 -6%
FCIM
1222
Fairview Capital Investment Management
California
$279K – – –
KHCM
1223
Kirtland Hills Capital Management
Ohio
$279K – – –
OCPWS
1224
One Charles Private Wealth Services
Massachusetts
$278K -$159K -854 -38%
HFO
1225
Heritage Family Offices
Arizona
$278K – – –
47 48
49
50 51