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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1376
Freedom Investment Management
Connecticut
$209K -$932K -4,641 -82%
CA
1377
Crumly & Associates
Illinois
$208K +$203K +1,009 New
WAG
1378
Wiser Advisor Group
Arizona
$208K +$203K +1,009 New
EWP
1379
Elevation Wealth Partners
California
$207K +$803 +4 +0.4%
SIC
1380
Shoker Investment Counsel
Ohio
$207K +$201K +1,001 New
FVWA
1381
Foster Victor Wealth Advisors
South Carolina
$207K +$200K +994 New
PP
1382
Patten & Patten
Tennessee
$207K -$33.7K -168 -14%
MFC
1383
Mechanics Financial Corp
Ohio
$206K -$3.01K -15 -1%
RPCA
1384
Running Point Capital Advisors
California
$206K – – –
BMC
1385
Benin Management Corp
Connecticut
$204K +$199K +990 New
PPC
1386
Pennington Partners & Co
Maryland
$204K +$199K +990 New
WC
1387
Waterloo Capital
Texas
$204K +$198K +988 New
RP
1388
Riverwater Partners
Wisconsin
$204K +$198K +988 New
RMDI
1389
R.M. Davis Inc
Maine
$203K +$197K +982 New
LF
1390
LifeSteps Financial
California
$203K +$197K +982 New
BWFA
1391
Baltimore-Washington Financial Advisors
Maryland
$202K +$197K +980 New
PA
1392
Perennial Advisors
New York
$202K +$197K +979 New
ZIM
1393
Zacks Investment Management
Illinois
$202K +$196K +978 New
DWM
1394
Dakota Wealth Management
Florida
$202K -$201K -999 -51%
OWA
1395
Oak Wealth Advisors
Illinois
$201K +$195K +972 New
WQ
1396
Wealth Quarterback
New Jersey
$200K +$195K +969 New
IWM
1397
Inlight Wealth Management
Georgia
$200K – – –
CAM
1398
Creekmur Asset Management
Illinois
$200K – – –
BWL
1399
Bogart Wealth LLC
Virginia
$199K – – –
AF
1400
Alerus Financial
North Dakota
$196K – – –
54 55
56
57 58