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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
551
MGO One Seven
Ohio
$93K -$44.2K -387 -31%
DBT
552
Dubuque Bank & Trust
Iowa
$90K – – –
ME
553
McIlrath & Eck
Washington
$87K -$3.66K -32 -4%
SIAS
554
Shine Investment Advisory Services
Colorado
$87K – – –
TFS
555
TrustCore Financial Services
Tennessee
$83K -$81.1K -710 -48%
WIM
556
Westside Investment Management
California
$77.2K – – –
CFA
557
Carroll Financial Associates
North Carolina
$77K – – –
POIA
558
Pin Oak Investment Advisors
Texas
$77K – – –
RWM
559
Raffa Wealth Management
District of Columbia
$72.4K +$457 +4 +0.6%
GAM
560
Gemmer Asset Management
California
$72K -$571 -5 -0.8%
SFSIG
561
San Francisco Sentry Investment Group
California
$69K – – –
VCM
562
Vigilant Capital Management
Maine
$69K – – –
JWA
563
JFS Wealth Advisors
Pennsylvania
$67K +$114 +1 +0.2%
HWP
564
Hefty Wealth Partners
Indiana
$64K -$5.26K -46 -7%
JFA
565
JNBA Financial Advisors
Minnesota
$64K – – –
RWA
566
Ropes Wealth Advisors
Massachusetts
$64K +$66.5K +582 New
PAI
567
Pittenger & Anderson Inc
Nebraska
$61K – – –
BC
568
Barnett & Company
Tennessee
$55K – – –
PMFA
569
Plante Moran Financial Advisors
Michigan
$54K – – –
CBT
570
Capital Bank & Trust
California
$53K – – –
MWM
571
MinichMacGregor Wealth Management
New York
$52K -$5.14K -45 -9%
FFW
572
Fusion Family Wealth
New York
$51K – – –
RFA
573
Reilly Financial Advisors
California
$48K – – –
AOWM
574
Alpha Omega Wealth Management
Virginia
$46K – – –
FNB
575
Farmers National Bank
Kentucky
$44K – – –
21 22
23
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