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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1351
Archford Capital Strategies
Illinois
$318K – – –
SFG
1352
Sage Financial Group
Pennsylvania
$317K +$26.4K +118 +9%
SFP
1353
Strategic Financial Partners
Oregon
$317K +$312K +1,396 New
CGFA
1354
Colton Groome Financial Advisors
North Carolina
$317K – – –
IA
1355
Inspire Advisors
Idaho
$315K -$34.8K -156 -10%
IBOK
1356
Independence Bank of Kentucky
Kentucky
$315K – – –
KFA
1357
Kapstone Financial Advisors
Ohio
$314K +$447 +2 +0.1%
CAM
1358
Clark Asset Management
New Hampshire
$313K +$21K +94 +7%
EWM
1359
Evolution Wealth Management
Florida
$313K -$87.3K -391 -22%
CA
1360
Centennial Advisors
Texas
$313K +$308K +1,377 New
MCIA
1361
Mountain Capital Investment Advisors
Colorado
$311K -$18.3K -82 -6%
FIB
1362
First Interstate Bank
Montana
$311K – – –
PIFP
1363
Partners in Financial Planning
Virginia
$309K +$447 +2 +0.1%
SWP
1364
Sagespring Wealth Partners
Tennessee
$309K -$43.8K -196 -13%
CFM
1365
Compass Financial Management
Florida
$309K +$303K +1,355 New
WBC
1366
West Branch Capital
Massachusetts
$308K – – –
EWM
1367
Evermay Wealth Management
Virginia
$307K – – –
JEST
1368
JTC Employer Solutions Trustee
Jersey
$307K – – –
TWM
1369
Thrive Wealth Management
Pennsylvania
$305K -$12.1K -54 -4%
NSG
1370
Nalls Sherbakoff Group
Tennessee
$305K +$447 +2 +0.1%
PPP
1371
Prism Planning Partners
Illinois
$305K -$13K -58 -4%
KFP
1372
KMG Fiduciary Partners
Ohio
$305K -$7.7M -34,490 -96%
SWM
1373
Sagace Wealth Management
Florida
$304K – – –
CCWM
1374
Correct Capital Wealth Management
Missouri
$303K – – –
CFS
1375
Commonwealth Financial Services
West Virginia
$302K -$447 -2 -0.2%
53 54
55
56 57