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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1526
Hollencrest Capital Management
California
$211K – – –
FWA
1527
FOCUS Wealth Advisors
Texas
$211K +$208K +930 New
PP
1528
PDS Planning
Ohio
$210K -$4.91K -22 -2%
SWP
1529
Strategic Wealth Partners
Ohio
$210K +$447 +2 +0.2%
PL
1530
Parthenon LLC
Kentucky
$210K +$207K +925 New
MTIC
1531
Missouri Trust & Investment Company
Missouri
$210K -$71.7K -321 -26%
EFG
1532
Ethos Financial Group
Pennsylvania
$210K -$101K -454 -33%
WWM
1533
Walser Wealth Management
Florida
$209K -$6.25K -28 -3%
RDWM
1534
Red Door Wealth Management
Tennessee
$209K +$206K +921 New
MCC
1535
Money Concepts Capital
Florida
$209K +$206K +920 New
HCMG
1536
Howard Capital Management Group
California
$208K +$205K +917 New
SWIG
1537
Strategic Wealth Investment Group
Kentucky
$208K +$205K +916 New
KDA
1538
Kraft Davis & Associates
Missouri
$207K – – –
CPA
1539
Capital Performance Advisors
California
$207K -$19.4K -87 -9%
OFW
1540
Omnia Family Wealth
Florida
$207K +$204K +913 New
BSSFA
1541
Baron Silver Stevens Financial Advisors
Florida
$207K +$203K +911 New
WW
1542
Waterfront Wealth
Kansas
$205K +$199K +891 New
SFG
1543
SevenBridge Financial Group
Pennsylvania
$205K +$194K +868 New
BPW
1544
BlueDoor Private Wealth
Massachusetts
$204K +$201K +900 New
UWP
1545
Uniting Wealth Partners
Kansas
$204K +$201K +900 New
AOWM
1546
Asset One Wealth Management
Washington
$204K -$19.4K -87 -9%
NLP
1547
Next Level Private
New York
$203K -$54.5K -244 -21%
SC
1548
Schoolcraft Capital
Colorado
$203K +$200K +894 New
AGA
1549
Arch Global Advisors
New York
$203K -$175K -783 -47%
MWM
1550
Meridian Wealth Management
Kentucky
$202K -$22.8K -102 -10%
60 61
62
63 64