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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1301
Berger Financial Group
Minnesota
$318K +$315K +1,501 New
SIG
1302
Sargent Investment Group
Maryland
$318K +$315K +1,501 New
MMG
1303
Monetary Management Group
Missouri
$318K – – –
KCM
1304
KRS Capital Management
Michigan
$317K – – –
BC
1305
Barrett & Company
Rhode Island
$317K +$2.72K +13 +0.9%
BFA
1306
Beaumont Financial Advisors
Massachusetts
$317K – – –
CWM
1307
Copia Wealth Management
Oregon
$316K – – –
LSA
1308
L & S Advisors
California
$314K -$629 -3 -0.2%
WJWM
1309
Williams Jones Wealth Management
New York
$313K – – –
LG
1310
LaFleur & Godfrey
Michigan
$313K – – –
AA
1311
Aufman Associates
Pennsylvania
$311K – – –
W
1312
Wealthquest
Ohio
$311K +$307K +1,466 New
EWA
1313
Evolution Wealth Advisors
Florida
$310K – – –
BFP
1314
Beacon Financial Planning
Massachusetts
$309K +$1.47K +7 +0.5%
BWP
1315
Baldwin Wealth Partners
Massachusetts
$309K -$17.2K -82 -5%
OA
1316
Oasis Advisors
Iowa
$308K +$305K +1,454 New
WCG
1317
Weaver Consulting Group
California
$308K – – –
OP
1318
Oath Planning
Oklahoma
$308K +$304K +1,451 New
KCM
1319
Kendall Capital Management
Maryland
$307K +$24.7K +118 +9%
YIH
1320
Y-Intercept (HK)
Hong Kong
$307K +$303K +1,447 New
AP
1321
Appleton Partners
Massachusetts
$305K -$157K -750 -34%
CAM
1322
Campion Asset Management
Virginia
$304K -$41.9K -200 -12%
IFA
1323
Interactive Financial Advisors
Illinois
$304K -$38.6K -184 -11%
SFWA
1324
Summit Financial Wealth Advisors
Louisiana
$303K -$44K -210 -13%
VCM
1325
Vivaldi Capital Management
Illinois
$303K +$629 +3 +0.2%
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