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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1526
Ascension Capital Advisors
Texas
$214K -$18.8K -84 -8%
MWM
1527
MOR Wealth Management
Pennsylvania
$214K +$210K +942 New
SVWAG
1528
Sound View Wealth Advisors Group
Georgia
$212K +$208K +933 New
HCM
1529
Hollencrest Capital Management
California
$211K – – –
FWA
1530
FOCUS Wealth Advisors
Texas
$211K +$208K +930 New
PP
1531
PDS Planning
Ohio
$210K -$4.91K -22 -2%
SWP
1532
Strategic Wealth Partners
Ohio
$210K +$447 +2 +0.2%
PL
1533
Parthenon LLC
Kentucky
$210K +$207K +925 New
MTIC
1534
Missouri Trust & Investment Company
Missouri
$210K -$71.7K -321 -26%
EFG
1535
Ethos Financial Group
Pennsylvania
$210K -$101K -454 -33%
WWM
1536
Walser Wealth Management
Florida
$209K -$6.25K -28 -3%
RDWM
1537
Red Door Wealth Management
Tennessee
$209K +$206K +921 New
MCC
1538
Money Concepts Capital
Florida
$209K +$206K +920 New
HCMG
1539
Howard Capital Management Group
California
$208K +$205K +917 New
SWIG
1540
Strategic Wealth Investment Group
Kentucky
$208K +$205K +916 New
KDA
1541
Kraft Davis & Associates
Missouri
$207K – – –
CPA
1542
Capital Performance Advisors
California
$207K -$19.4K -87 -9%
BLC
1543
Brown, Lisle/Cummings
Rhode Island
$207K – – –
OFW
1544
Omnia Family Wealth
Florida
$207K +$204K +913 New
BSSFA
1545
Baron Silver Stevens Financial Advisors
Florida
$207K +$203K +911 New
WW
1546
Waterfront Wealth
Kansas
$205K +$199K +891 New
SFG
1547
SevenBridge Financial Group
Pennsylvania
$205K +$194K +868 New
BPW
1548
BlueDoor Private Wealth
Massachusetts
$204K +$201K +900 New
UWP
1549
Uniting Wealth Partners
Kansas
$204K +$201K +900 New
AOWM
1550
Asset One Wealth Management
Washington
$204K -$19.4K -87 -9%
60 61
62
63 64