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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1301
Aspen Investment Management
Michigan
$325K +$4.76K +22 +1%
CJ
1302
Caitlin John
Michigan
$320K – – –
MCIA
1303
Mountain Capital Investment Advisors
Colorado
$320K -$7.36K -34 -2%
CHC
1304
City Holding Co
West Virginia
$319K – – –
SIG
1305
Sargent Investment Group
Maryland
$317K – – –
MMG
1306
Monetary Management Group
Missouri
$317K – – –
KCM
1307
KRS Capital Management
Michigan
$316K – – –
CAMG
1308
CWA Asset Management Group
Florida
$316K -$3.25K -15 -1%
BFA
1309
Beaumont Financial Advisors
Massachusetts
$315K – – –
GFA
1310
Godfrey Financial Associates
New York
$315K +$81.2K +375 +34%
MAM
1311
Montchanin Asset Management
Delaware
$313K +$320K +1,480 New
LSA
1312
L & S Advisors
California
$313K – – –
DP
1313
Denver PWM
Colorado
$312K -$94.2K -435 -24%
WJWM
1314
Williams Jones Wealth Management
New York
$312K – – –
LG
1315
LaFleur & Godfrey
Michigan
$311K – – –
PSP
1316
Pacific Sage Partners
Washington
$311K -$63.2K -292 -17%
W
1317
Wealthquest
Ohio
$310K – – –
BC
1318
Barrett & Company
Rhode Island
$309K -$6.5K -30 -2%
AGA
1319
Arkos Global Advisors
Texas
$309K -$40.3K -186 -11%
EWA
1320
Evolution Wealth Advisors
Florida
$308K – – –
OP
1321
Oath Planning
Oklahoma
$308K +$1.3K +6 +0.4%
EA
1322
Everpar Advisors
Oklahoma
$306K -$57.4K -265 -15%
KCM
1323
Kendall Capital Management
Maryland
$306K – – –
AP
1324
Appleton Partners
Massachusetts
$304K – – –
BWP
1325
Baldwin Wealth Partners
Massachusetts
$303K -$4.33K -20 -1%
51 52
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