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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
1326
Ingalls & Snyder LLC
New York
$237K – – –
SWM
1327
SeaCrest Wealth Management
New York
$237K – – –
SIM
1328
Synergy Investment Management
Florida
$236K – – –
T
1329
TrueFG
Texas
$236K – – –
GSIAS
1330
Garden State Investment Advisory Services
New Jersey
$236K – – –
WCA
1331
Westover Capital Advisors
Delaware
$234K – – –
LFA
1332
Longview Financial Advisors
Alabama
$234K +$803 +4 +0.4%
FA
1333
Fortis Advisors
Pennsylvania
$233K +$12.3K +61 +6%
LSA
1334
Lion Street Advisors
Texas
$233K -$767K -3,817 -71%
PA
1335
Persium Advisors
Georgia
$233K – – –
GIM
1336
Goelzer Investment Management
Indiana
$231K -$468K -2,328 -68%
CHJWM
1337
Carlton Hofferkamp & Jenks Wealth Management
Texas
$231K – – –
LFS
1338
Legacy Financial Strategies
Kansas
$230K – – –
RMP
1339
Richards, Merrill & Peterson
Washington
$230K – – –
TWA
1340
TCI Wealth Advisors
Arizona
$230K – – –
MCM
1341
Mainstream Capital Management
California
$230K +$9.04K +45 +4%
FAI
1342
Fiduciary Advisors Inc
Missouri
$227K +$12.9K +64 +6%
VDI
1343
Vaughan David Investments
Illinois
$226K -$1.41K -7 -0.6%
HCM
1344
Hollencrest Capital Management
California
$226K +$201 +1 +0.1%
MF
1345
Manchester Financial
California
$225K – – –
GWA
1346
Gutierrez Wealth Advisory
Arkansas
$225K -$1.21K -6 -0.5%
MWP
1347
Madison Wealth Partners
Wisconsin
$224K +$3.01K +15 +1%
SFMG
1348
Sage Financial Management Group
Virginia
$224K – – –
VCA
1349
Verdence Capital Advisors
Maryland
$224K +$201 +1 +0.1%
WFC
1350
Western Financial Corp
California
$222K -$23.1K -115 -10%
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