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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1201
Brooklyn FI
New York
$322K – – –
TWM
1202
Thrive Wealth Management
Pennsylvania
$320K +$32.3K +161 +12%
CMP
1203
Courage Miller Partners
Virginia
$319K -$1.41K -7 -0.5%
PCM
1204
Permanent Capital Management
Illinois
$318K +$310K +1,541 New
BWP
1205
Baldwin Wealth Partners
Massachusetts
$317K – – –
CJ
1206
Caitlin John
Michigan
$313K – – –
TLFA
1207
True Link Financial Advisors
California
$312K -$124K -615 -29%
GS
1208
GTS Securities
Florida
$312K -$474K -2,361 -61%
CAMG
1209
CWA Asset Management Group
Florida
$311K +$303K +1,507 New
MG
1210
McHugh Group
Ohio
$310K – – –
MMG
1211
Monetary Management Group
Missouri
$310K – – –
KCM
1212
KRS Capital Management
Michigan
$309K – – –
BFA
1213
Beaumont Financial Advisors
Massachusetts
$309K – – –
CWM
1214
Copia Wealth Management
Oregon
$308K – – –
LSA
1215
L & S Advisors
California
$306K – – –
PWM
1216
PBMares Wealth Management
Virginia
$306K +$402 +2 +0.1%
BC
1217
Barrett & Company
Rhode Island
$306K – – –
WJWM
1218
Williams Jones Wealth Management
New York
$305K -$15.3K -76 -5%
LG
1219
LaFleur & Godfrey
Michigan
$305K – – –
HIP
1220
Harrell Investment Partners
Texas
$304K +$1.21K +6 +0.4%
AA
1221
Aufman Associates
Pennsylvania
$303K – – –
EWA
1222
Evolution Wealth Advisors
Florida
$302K – – –
WCG
1223
Weaver Consulting Group
California
$300K – – –
BFP
1224
Beacon Financial Planning
Massachusetts
$300K +$1.21K +6 +0.4%
BTWM
1225
Baker Tilly Wealth Management
Wisconsin
$298K +$5.42K +27 +2%
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49
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