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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1251
Sagace Wealth Management
Florida
$277K – – –
NSG
1252
Nalls Sherbakoff Group
Tennessee
$277K +$402 +2 +0.1%
CAM
1253
Clark Asset Management
New Hampshire
$275K – – –
CCWM
1254
Correct Capital Wealth Management
Missouri
$275K – – –
SFG
1255
Sather Financial Group
Texas
$275K – – –
EWM
1256
Evolution Wealth Management
Florida
$275K -$2.61K -13 -1%
GWM
1257
Greenhouse Wealth Management
Connecticut
$275K – – –
NA
1258
Novus Advisors
South Carolina
$275K +$267K +1,330 New
KCM
1259
Kendall Capital Management
Maryland
$274K +$267K +1,329 New
GIA
1260
Goodwin Investment Advisory
Georgia
$273K – – –
LT
1261
Legacy Trust
Michigan
$273K +$266K +1,324 New
CST
1262
Charles Schwab Trust
Nevada
$273K +$265K +1,321 New
EWM
1263
Evermay Wealth Management
Virginia
$272K -$84.8K -422 -24%
ZBNA
1264
Zions Bancorporation, National Association
Utah
$272K – – –
MCIA
1265
Mountain Capital Investment Advisors
Colorado
$272K +$18.3K +91 +7%
CCA
1266
Cottonwood Capital Advisors
Utah
$271K +$9.24K +46 +4%
SIAG
1267
Safeguard Investment Advisory Group
California
$270K -$32.5K -162 -11%
AAG
1268
Armstrong Advisory Group
Massachusetts
$269K – – –
SPP
1269
Single Point Partners
Massachusetts
$268K – – –
EFG
1270
Everhart Financial Group
Ohio
$268K +$261K +1,297 New
BEI
1271
Benjamin Edwards Inc
Missouri
$267K +$18.1K +90 +7%
GBT
1272
Grove Bank & Trust
Florida
$266K – – –
CA
1273
Clune & Associates
Illinois
$266K +$402 +2 +0.2%
SFG
1274
Sage Financial Group
Pennsylvania
$266K +$4.02K +20 +2%
XPN
1275
XY Planning Network
Montana
$266K – – –
49 50
51
52 53