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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1651
Edmond de Rothschild Holding
Switzerland
$18.4K -$2.33M -11,116 -99%
BW
1652
Bravera Wealth
North Dakota
$18.4K +$18.2K +87 New
FMP
1653
Financial Management Professionals
Texas
$18K – – –
MA
1654
Modus Advisors
Minnesota
$16.5K +$16.3K +78 New
NA
1655
Networth Advisors
Pennsylvania
$16.4K +$16.1K +77 New
HHGA
1656
Halbert Hargrove Global Advisors
California
$15.9K – – –
BAM
1657
Bellevue Asset Management
Washington
$15.7K +$210 +1 +1%
TFA
1658
Toth Financial Advisory
Virginia
$15.1K – – –
CT
1659
Coastline Trust
Rhode Island
$14.8K – – –
EW
1660
Elyxium Wealth
California
$14.5K +$14.3K +68 New
CTA
1661
Colonial Trust Advisors
South Carolina
$13.8K -$2.1K -10 -13%
TWM
1662
Timmons Wealth Management
Massachusetts
$13.7K +$13.6K +65 New
WWM
1663
Wolff Wiese Magana
California
$13.6K – – –
TC
1664
Trust Company
Kansas
$13.4K – – –
CAM
1665
Chesapeake Asset Management
New York
$12.9K – – –
FMB
1666
Field & Main Bank
Kentucky
$12.9K – – –
PIP
1667
Peachtree Investment Partners
Florida
$12.5K +$210 +1 +2%
GWSG
1668
GPS Wealth Strategies Group
Colorado
$12.3K -$183K -871 -94%
VWM
1669
Valley Wealth Managers
New Jersey
$12.1K – – –
BGIM
1670
Brandywine Global Investment Management
Pennsylvania
$10.8K -$91.6K -437 -90%
WIM
1671
Westside Investment Management
California
$10.6K – – –
EPG
1672
Estate Planners Group
Pennsylvania
$10.4K +$10.3K +49 New
CF
1673
Collier Financial
Colorado
$10.2K – – –
RF
1674
Robinswood Financial
Washington
$9.98K – – –
UFPG
1675
United Financial Planning Group
New York
$8.91K +$8.8K +42 New
65 66
67
68 69