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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
1351
Interactive Financial Advisors
Illinois
$287K -$16K -74 -5%
EFG
1352
Ethos Financial Group
Pennsylvania
$286K +$298K +1,378 New
WBC
1353
West Branch Capital
Massachusetts
$286K – – –
JEST
1354
JTC Employer Solutions Trustee
Jersey
$286K – – –
EWM
1355
Evermay Wealth Management
Virginia
$286K – – –
NSG
1356
Nalls Sherbakoff Group
Tennessee
$283K – – –
SWM
1357
Sagace Wealth Management
Florida
$283K – – –
CWA
1358
Canvas Wealth Advisors
Kansas
$283K +$27.1K +125 +10%
CCWM
1359
Correct Capital Wealth Management
Missouri
$282K – – –
CFS
1360
Commonwealth Financial Services
West Virginia
$281K -$2.64M -12,192 -90%
FOR
1361
Family Office Research
Maryland
$280K +$217 +1 +0.1%
TL
1362
Tradewinds LLC
North Carolina
$280K – – –
GIA
1363
Goodwin Investment Advisory
Georgia
$280K – – –
FVWA
1364
Foster Victor Wealth Advisors
South Carolina
$279K -$3.68K -17 -1%
CWM
1365
Copia Wealth Management
Oregon
$278K -$37.5K -173 -12%
ZBNA
1366
Zions Bancorporation, National Association
Utah
$278K – – –
CWM
1367
Chesapeake Wealth Management
Virginia
$277K -$11.3K -52 -4%
RWB
1368
RMR Wealth Builders
New Jersey
$276K -$866 -4 -0.3%
AA
1369
Aufman Associates
Pennsylvania
$276K -$34.2K -158 -11%
LT
1370
Legacy Trust
Michigan
$275K -$4.33K -20 -2%
SWM
1371
Silverlake Wealth Management
Vermont
$275K +$282K +1,303 New
AAG
1372
Armstrong Advisory Group
Massachusetts
$275K – – –
BSB
1373
Bangor Savings Bank
Maine
$275K -$433 -2 -0.2%
SPP
1374
Single Point Partners
Massachusetts
$274K – – –
CCA
1375
Cottonwood Capital Advisors
Utah
$273K -$4.11K -19 -1%
53 54
55
56 57