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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1251
Correct Capital Wealth Management
Missouri
$275K – – –
SFG
1252
Sather Financial Group
Texas
$275K – – –
EWM
1253
Evolution Wealth Management
Florida
$275K -$2.61K -13 -1%
GWM
1254
Greenhouse Wealth Management
Connecticut
$275K – – –
NA
1255
Novus Advisors
South Carolina
$275K +$267K +1,330 New
KCM
1256
Kendall Capital Management
Maryland
$274K +$267K +1,329 New
GIA
1257
Goodwin Investment Advisory
Georgia
$273K – – –
LT
1258
Legacy Trust
Michigan
$273K +$266K +1,324 New
CST
1259
Charles Schwab Trust
Nevada
$273K +$265K +1,321 New
EWM
1260
Evermay Wealth Management
Virginia
$272K -$84.8K -422 -24%
ZBNA
1261
Zions Bancorporation, National Association
Utah
$272K – – –
MCIA
1262
Mountain Capital Investment Advisors
Colorado
$272K +$18.3K +91 +7%
CCA
1263
Cottonwood Capital Advisors
Utah
$271K +$9.24K +46 +4%
SIAG
1264
Safeguard Investment Advisory Group
California
$270K -$32.5K -162 -11%
AAG
1265
Armstrong Advisory Group
Massachusetts
$269K – – –
SPP
1266
Single Point Partners
Massachusetts
$268K – – –
EFG
1267
Everhart Financial Group
Ohio
$268K +$261K +1,297 New
BEI
1268
Benjamin Edwards Inc
Missouri
$267K +$18.1K +90 +7%
GBT
1269
Grove Bank & Trust
Florida
$266K – – –
CA
1270
Clune & Associates
Illinois
$266K +$402 +2 +0.2%
SFG
1271
Sage Financial Group
Pennsylvania
$266K +$4.02K +20 +2%
XPN
1272
XY Planning Network
Montana
$266K – – –
SFC
1273
SYM Financial Corp
Indiana
$266K -$10.8K -54 -4%
MIA
1274
MMBG Investment Advisors
Florida
$263K – – –
SW
1275
SMART Wealth
Nebraska
$263K +$8.84K +44 +4%
49 50
51
52 53