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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1201
Permanent Capital Management
Illinois
$318K +$310K +1,541 New
BWP
1202
Baldwin Wealth Partners
Massachusetts
$317K – – –
CJ
1203
Caitlin John
Michigan
$313K – – –
TLFA
1204
True Link Financial Advisors
California
$312K -$124K -615 -29%
GS
1205
GTS Securities
Florida
$312K -$474K -2,361 -61%
CAMG
1206
CWA Asset Management Group
Florida
$311K +$303K +1,507 New
MG
1207
McHugh Group
Ohio
$310K – – –
MMG
1208
Monetary Management Group
Missouri
$310K – – –
KCM
1209
KRS Capital Management
Michigan
$309K – – –
BFA
1210
Beaumont Financial Advisors
Massachusetts
$309K – – –
CWM
1211
Copia Wealth Management
Oregon
$308K – – –
LSA
1212
L & S Advisors
California
$306K – – –
PWM
1213
PBMares Wealth Management
Virginia
$306K +$402 +2 +0.1%
BC
1214
Barrett & Company
Rhode Island
$306K – – –
WJWM
1215
Williams Jones Wealth Management
New York
$305K -$15.3K -76 -5%
LG
1216
LaFleur & Godfrey
Michigan
$305K – – –
HIP
1217
Harrell Investment Partners
Texas
$304K +$1.21K +6 +0.4%
AA
1218
Aufman Associates
Pennsylvania
$303K – – –
EWA
1219
Evolution Wealth Advisors
Florida
$302K – – –
WCG
1220
Weaver Consulting Group
California
$300K – – –
BFP
1221
Beacon Financial Planning
Massachusetts
$300K +$1.21K +6 +0.4%
BTWM
1222
Baker Tilly Wealth Management
Wisconsin
$298K +$5.42K +27 +2%
AAS
1223
Annex Advisory Services
Wisconsin
$296K +$201 +1 +0.1%
FWWM
1224
Fiscal Wisdom Wealth Management
Connecticut
$295K +$285K +1,419 New
FCIM
1225
Fairview Capital Investment Management
California
$295K – – –
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