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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1226
Crowley Wealth Management
Delaware
$266K -$61.9K -320 -19%
RIG
1227
RiverFront Investment Group
Virginia
$265K – – –
ACS
1228
Archford Capital Strategies
Illinois
$264K +$268K +1,384 New
CWM
1229
Chesapeake Wealth Management
Virginia
$263K – – –
PW
1230
PUREfi Wealth
Massachusetts
$263K +$60.8K +314 +29%
RIA
1231
Realta Investment Advisors
Delaware
$263K +$11.2K +58 +4%
FFS
1232
Fischer Financial Services
Pennsylvania
$262K – – –
BSB
1233
Bangor Savings Bank
Maine
$261K -$5.03K -26 -2%
WC
1234
Waterloo Capital
Texas
$261K +$265K +1,367 New
PIFP
1235
Partners in Financial Planning
Virginia
$260K -$6K -31 -2%
WBC
1236
West Branch Capital
Massachusetts
$258K – – –
WMN
1237
Wealth Management Nebraska
Nebraska
$258K +$262K +1,354 New
JEST
1238
JTC Employer Solutions Trustee
Jersey
$258K – – –
RWM
1239
Rockwood Wealth Management
Pennsylvania
$258K -$65.8K -340 -20%
ARA
1240
Alexander Randolph Advisory
Virginia
$257K – – –
RBC
1241
Romano Brothers & Co
Illinois
$256K +$194 +1 +0.1%
SWM
1242
Sagace Wealth Management
Florida
$256K – – –
SFC
1243
SYM Financial Corp
Indiana
$255K – – –
HBT
1244
Hills Bank & Trust
Iowa
$255K -$1.94K -10 -0.7%
NSG
1245
Nalls Sherbakoff Group
Tennessee
$255K +$259K +1,336 New
CAM
1246
Clark Asset Management
New Hampshire
$254K -$8.32K -43 -3%
CCWM
1247
Correct Capital Wealth Management
Missouri
$254K -$387 -2 -0.1%
AAG
1248
Armstrong Advisory Group
Massachusetts
$254K – – –
SFG
1249
Sather Financial Group
Texas
$254K – – –
GLA
1250
Good Life Advisors
Pennsylvania
$254K -$24.4K -126 -9%
48 49
50
51 52