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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1476
Rossby Financial
Florida
$217K +$47K +217 +27%
WC
1477
Waterloo Capital
Texas
$216K – – –
ZIG
1478
Zullo Investment Group
Pennsylvania
$216K +$222K +1,024 New
SOAG
1479
Silver Oak Advisory Group
Oregon
$216K – – –
ACP
1480
Aviance Capital Partners
Florida
$215K – – –
MBC
1481
Michael Brady & Co
Ohio
$215K – – –
LF
1482
LifeSteps Financial
California
$214K -$12.6K -58 -5%
AOWM
1483
Asset One Wealth Management
Washington
$214K -$16.7K -77 -7%
EWP
1484
Elevation Wealth Partners
California
$213K +$650 +3 +0.3%
CA
1485
Crumly & Associates
Illinois
$213K – – –
SRWM
1486
Shira Ridge Wealth Management
California
$212K -$7.58K -35 -3%
SIC
1487
Shoker Investment Counsel
Ohio
$211K – – –
CPA
1488
Capital Performance Advisors
California
$211K +$217K +1,000 New
SAMT
1489
Select Asset Management & Trust
Pennsylvania
$211K -$43.7K -202 -17%
IW
1490
Imprint Wealth
South Carolina
$210K -$23.8K -110 -10%
B
1491
Bedminster
South Carolina
$210K -$54.8K -253 -20%
OPA
1492
Old Port Advisors
Maine
$210K +$215K +995 New
CWM
1493
CarsonAllaria Wealth Management
Illinois
$210K +$4.33K +20 +2%
CWM
1494
Cornerstone Wealth Management
Missouri
$210K +$217 +1 +0.1%
DWM
1495
Dakota Wealth Management
Florida
$210K +$2.81K +13 +1%
MWM
1496
Meridian Wealth Management
Kentucky
$210K +$215K +993 New
BMC
1497
Benin Management Corp
Connecticut
$209K – – –
PPC
1498
Pennington Partners & Co
Maryland
$209K – – –
ZIM
1499
Zacks Investment Management
Illinois
$208K +$650 +3 +0.3%
RMDI
1500
R.M. Davis Inc
Maine
$207K – – –
58 59
60
61 62