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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
801
Baker Tilly Wealth Management
Wisconsin
$290K -$249K -1,637 -47%
MA
802
MONECO Advisors
Connecticut
$290K +$39.7K +261 +16%
SFG
803
Sowa Financial Group
Rhode Island
$289K -$19.6K -129 -7%
DY
804
Dowling & Yahnke
California
$289K -$4.41K -29 -2%
GIA
805
Guyasuta Investment Advisors
Pennsylvania
$289K – – –
ONST
806
Old North State Trust
North Carolina
$288K – – –
MSAM
807
Moloney Securities Asset Management
Missouri
$287K -$207K -1,360 -43%
FFA
808
First Foundation Advisors
California
$286K – – –
RMCM
809
Reynders McVeigh Capital Management
Massachusetts
$281K – – –
IWP
810
Icon Wealth Partners
Texas
$278K – – –
CCM
811
Covington Capital Management
California
$277K -$86.4K -568 -24%
CCM
812
Cribstone Capital Management
Maine
$277K -$4.56K -30 -2%
PIFP
813
Partners in Financial Planning
Virginia
$277K +$456 +3 +0.2%
AA
814
Ancora Advisors
Ohio
$275K – – –
FSWA
815
Financial Synergies Wealth Advisors
Texas
$275K +$2.89K +19 +1%
ADL
816
Asset Dedication LLC
California
$274K -$23.3K -153 -8%
LP
817
LGL Partners
Pennsylvania
$273K +$1.37K +9 +0.5%
AWA
818
Amplius Wealth Advisors
Pennsylvania
$273K +$265K +1,744 New
ACM
819
Antonetti Capital Management
Florida
$271K – – –
CF
820
Centaurus Financial
California
$269K -$92.2K -606 -26%
LC
821
LCNB Corp
Ohio
$269K – – –
CMP
822
Courage Miller Partners
Virginia
$268K +$11.4K +75 +5%
CPIA
823
Cornell Pochily Investment Advisors
New York
$268K +$37K +243 +17%
MCM
824
Murphy Capital Management
New Jersey
$266K – – –
WSTAM
825
Wilbanks Smith & Thomas Asset Management
Virginia
$266K +$152 +1 +0.1%
31 32
33
34 35