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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1326
Longview Financial Advisors
Alabama
$221K +$931 +5 +0.4%
PA
1327
Persium Advisors
Georgia
$220K – – –
ACA
1328
Ascension Capital Advisors
Texas
$218K -$66.9K -359 -24%
BWP
1329
Balboa Wealth Partners
Arizona
$218K -$6.89K -37 -3%
LFS
1330
Legacy Financial Strategies
Kansas
$218K -$4.1K -22 -2%
RMAM
1331
Raab & Moskowitz Asset Management
New Jersey
$218K – – –
RMP
1332
Richards, Merrill & Peterson
Washington
$218K – – –
TWA
1333
TCI Wealth Advisors
Arizona
$217K +$207K +1,112 New
ACP
1334
Aviance Capital Partners
Florida
$217K – – –
CHJWM
1335
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K +$203K +1,091 New
C1AG
1336
Client 1st Advisory Group
Florida
$216K +$206K +1,104 New
DJYG
1337
David J. Yvars Group
Florida
$215K +$205K +1,102 New
FFA
1338
Founders Financial Alliance
North Carolina
$215K -$93.3K -501 -31%
VDI
1339
Vaughan David Investments
Illinois
$215K -$1.49K -8 -0.7%
GWA
1340
Gutierrez Wealth Advisory
Arkansas
$214K +$204K +1,096 New
HCM
1341
Hollencrest Capital Management
California
$214K +$186 +1 +0.1%
LFA
1342
LGT Financial Advisors
Texas
$214K +$40.4K +217 +25%
MF
1343
Manchester Financial
California
$213K – – –
SFMG
1344
Sage Financial Management Group
Virginia
$212K – – –
MWP
1345
Madison Wealth Partners
Wisconsin
$210K -$4.84K -26 -2%
AWP
1346
Accretive Wealth Partners
New Jersey
$209K +$199K +1,068 New
FA
1347
Fortis Advisors
Pennsylvania
$209K +$199K +1,068 New
MCM
1348
Mainstream Capital Management
California
$209K +$745 +4 +0.4%
FWM
1349
FSR Wealth Management
Illinois
$207K +$197K +1,059 New
VCA
1350
Verdence Capital Advisors
Maryland
$206K -$4.66K -25 -2%
52 53
54
55 56