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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1251
Stratos Investment Management
Ohio
$363K -$41.7K -199 -10%
FF
1252
Francis Financial
$363K -$3.98K -19 -1%
C
1253
Certuity
Florida
$362K +$2.72K +13 +0.8%
CPSAC
1254
Chas P. Smith & Associates (CPS)
Florida
$360K +$10.9K +52 +3%
IWA
1255
Independent Wealth Advisors
North Carolina
$359K +$355K +1,694 New
SWM
1256
SeaCrest Wealth Management
New York
$359K +$113K +541 +48%
MCM
1257
Manchester Capital Management
Vermont
$359K – – –
BCG
1258
Breakwater Capital Group
New Jersey
$359K +$17.8K +85 +5%
DP
1259
Denver PWM
Colorado
$357K – – –
KCM
1260
Key Capital Management
Tennessee
$355K +$350K +1,672 New
RMAM
1261
Raab & Moskowitz Asset Management
New Jersey
$354K -$15.7K -75 -4%
AIS
1262
American Investment Services
Massachusetts
$353K -$44.2K -211 -11%
BWM
1263
Brown Wealth Management
Illinois
$353K +$5.24K +25 +2%
CST
1264
Charles Schwab Trust
Nevada
$351K +$70.4K +336 +25%
HA
1265
Huntleigh Advisors
Missouri
$350K +$419 +2 +0.1%
AGA
1266
Arkos Global Advisors
Texas
$350K – – –
WA1
1267
Wimmer Associates 1
California
$350K – – –
NL
1268
Navalign LLC
California
$350K -$121K -575 -26%
BONH
1269
Bank of New Hampshire
New Hampshire
$349K -$22K -105 -6%
OAS
1270
Optivise Advisory Services
Tennessee
$348K +$8.17K +39 +2%
OCM
1271
One Capital Management
California
$347K -$16.8K -80 -5%
SP
1272
Sequent Planning
Nebraska
$345K +$341K +1,629 New
NAS
1273
NWF Advisory Services
California
$345K – – –
AWA
1274
Argo Wealth Advisory
Virginia
$344K +$340K +1,623 New
NA
1275
Novus Advisors
South Carolina
$343K +$59.9K +286 +22%
49 50
51
52 53