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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
526
Oxinas Partners Wealth Management
Indiana
$971K +$23.3K +158 +2%
SMG
527
Spectrum Management Group
Indiana
$965K -$10.9K -74 -1%
AA
528
Argent Advisors
Louisiana
$961K -$8.56K -58 -0.8%
CAM
529
Close Asset Management
United Kingdom
$957K +$680K +4,608 +196%
DCM
530
Dimension Capital Management
Florida
$955K – – –
JIP
531
Jaffetilchin Investment Partners
Florida
$946K +$206K +1,396 +25%
AFS
532
AFG Fiduciary Services
Massachusetts
$944K +$1.01M +6,868 New
CWC
533
Carolinas Wealth Consulting
North Carolina
$930K +$4.13K +28 +0.4%
BF
534
Blankinship & Foster
California
$923K -$134K -905 -12%
BONH
535
Bank of New Hampshire
New Hampshire
$921K +$937K +6,350 +1,814%
RIA
536
Realta Investment Advisors
Delaware
$919K -$185K -1,252 -16%
TNB
537
Thomasville National Bank
Georgia
$916K -$25.8K -175 -3%
BIM
538
Bridges Investment Management
Nebraska
$911K -$6.64K -45 -0.7%
TIA
539
Tiemann Investment Advisors
California
$910K -$15.1K -102 -2%
TIM
540
Total Investment Management
Arizona
$908K +$13.4K +91 +1%
CDIA
541
Capital Directions Investment Advisors
Georgia
$895K – – –
PCI
542
Planning Center Inc
Illinois
$895K – – –
FCI
543
Financial Counselors Inc
Kansas
$894K +$67K +454 +8%
TIM
544
Thompson Investment Management
Wisconsin
$893K +$30.1K +204 +3%
NSB
545
Norway Savings Bank
Maine
$889K -$38.4K -260 -4%
MSA
546
Marino Stram & Associates
Massachusetts
$889K +$148 +1 +0%
JAG
547
Journey Advisory Group
Kentucky
$881K -$22.4K -152 -2%
TGAM
548
TBH Global Asset Management
Tennessee
$875K -$188K -1,271 -17%
PPW
549
PACK Private Wealth
Minnesota
$875K +$9.45K +64 +1%
QCG
550
Quadrant Capital Group
Ohio
$874K -$95.9K -650 -9%
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