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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1326
Legacy Financial Strategies
Kansas
$218K -$4.1K -22 -2%
RMAM
1327
Raab & Moskowitz Asset Management
New Jersey
$218K – – –
RMP
1328
Richards, Merrill & Peterson
Washington
$218K – – –
TWA
1329
TCI Wealth Advisors
Arizona
$217K +$207K +1,112 New
ACP
1330
Aviance Capital Partners
Florida
$217K – – –
CHJWM
1331
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K +$203K +1,091 New
C1AG
1332
Client 1st Advisory Group
Florida
$216K +$206K +1,104 New
DJYG
1333
David J. Yvars Group
Florida
$215K +$205K +1,102 New
FFA
1334
Founders Financial Alliance
North Carolina
$215K -$93.3K -501 -31%
VDI
1335
Vaughan David Investments
Illinois
$215K -$1.49K -8 -0.7%
GWA
1336
Gutierrez Wealth Advisory
Arkansas
$214K +$204K +1,096 New
HCM
1337
Hollencrest Capital Management
California
$214K +$186 +1 +0.1%
LFA
1338
LGT Financial Advisors
Texas
$214K +$40.4K +217 +25%
MF
1339
Manchester Financial
California
$213K – – –
SFMG
1340
Sage Financial Management Group
Virginia
$212K – – –
MWP
1341
Madison Wealth Partners
Wisconsin
$210K -$4.84K -26 -2%
AWP
1342
Accretive Wealth Partners
New Jersey
$209K +$199K +1,068 New
FA
1343
Fortis Advisors
Pennsylvania
$209K +$199K +1,068 New
MCM
1344
Mainstream Capital Management
California
$209K +$745 +4 +0.4%
FWM
1345
FSR Wealth Management
Illinois
$207K +$197K +1,059 New
VCA
1346
Verdence Capital Advisors
Maryland
$206K -$4.66K -25 -2%
FCB
1347
First County Bank
Connecticut
$206K -$37.3K -200 -16%
SWM
1348
Segment Wealth Management
Texas
$206K – – –
WAG
1349
Winthrop Advisory Group
Massachusetts
$206K +$373 +2 +0.2%
VCP
1350
Vista Capital Partners
Oregon
$205K +$195K +1,047 New
52 53
54
55 56