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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1226
Tradewinds LLC
North Carolina
$290K +$293K +1,478 New
CJ
1227
Caitlin John
Michigan
$289K – – –
LG
1228
LaFleur & Godfrey
Michigan
$289K – – –
GAG
1229
GM Advisory Group
New York
$289K +$300K +1,514 New
FA
1230
Fountainhead AM
New Jersey
$288K +$1.59K +8 +0.5%
AP
1231
Americana Partners
Texas
$288K +$300K +1,511 New
PWM
1232
PBMares Wealth Management
Virginia
$288K +$5.16K +26 +2%
BA
1233
Bellwether Advisors
Nebraska
$288K +$25.6K +129 +9%
MG
1234
McHugh Group
Ohio
$287K +$298K +1,502 New
MMG
1235
Monetary Management Group
Missouri
$286K – – –
GIA
1236
Goodwin Investment Advisory
Georgia
$286K – – –
KCM
1237
KRS Capital Management
Michigan
$285K – – –
BFA
1238
Beaumont Financial Advisors
Massachusetts
$285K – – –
SIG
1239
Sargent Investment Group
Maryland
$284K +$298K +1,501 New
RP
1240
Riverwater Partners
Wisconsin
$283K -$15.1K -76 -5%
BC
1241
Barrett & Company
Rhode Island
$283K – – –
NP
1242
NorthRock Partners
Minnesota
$283K +$5.16K +26 +2%
BCG
1243
Breakwater Capital Group
New Jersey
$282K – – –
AA
1244
Aufman Associates
Pennsylvania
$280K – – –
BEI
1245
Benjamin Edwards Inc
Missouri
$279K +$45.8K +231 +19%
DP
1246
Denver PWM
Colorado
$279K +$1.59K +8 +0.6%
LSA
1247
L & S Advisors
California
$278K +$992 +5 +0.3%
GLA
1248
Good Life Advisors
Pennsylvania
$278K -$294K -1,483 -50%
WCG
1249
Weaver Consulting Group
California
$277K -$2.78K -14 -1%
IBOK
1250
Independence Bank of Kentucky
Kentucky
$276K +$245K +1,234 +582%
48 49
50
51 52