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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
801
Oarsman Capital
Wisconsin
$333K +$24.2K +157 +8%
PG
802
Patten Group
Tennessee
$333K +$329K +2,136 New
HTC
803
Haverford Trust Company
Pennsylvania
$328K – – –
ST
804
Sabal Trust
Florida
$326K -$14.5K -94 -4%
SIC
805
Samalin Investment Counsel
New York
$326K +$1.23K +8 +0.4%
BWP
806
Baldwin Wealth Partners
Massachusetts
$324K – – –
CFAM
807
Center For Asset Management
Florida
$324K +$23.7K +154 +8%
FHA
808
Flagship Harbor Advisors
Massachusetts
$323K -$213K -1,387 -40%
KIA
809
KCM Investment Advisors
California
$323K – – –
WMS
810
Wealth Management Solutions
Pennsylvania
$322K -$20.3K -132 -6%
LS
811
Leelyn Smith
Illinois
$322K – – –
AL
812
Aspiriant LLC
California
$319K – – –
RCG
813
Regatta Capital Group
California
$317K -$40.3K -262 -11%
RF
814
Rollins Financial
Georgia
$317K +$616 +4 +0.2%
CIA
815
Capital Investment Advisors
Georgia
$312K +$309K +2,005 New
BIM
816
Baldwin Investment Management
Pennsylvania
$311K – – –
HNWA
817
Henrickson Nauta Wealth Advisors
Michigan
$311K – – –
PSIWM
818
Paradigm Strategies in Wealth Management
Minnesota
$309K – – –
ONB
819
Old National Bancorp
Indiana
$306K -$6.62K -43 -2%
CAG
820
Curtis Advisory Group
California
$306K – – –
MW
821
Marcum Wealth
Ohio
$306K – – –
CMP
822
Courage Miller Partners
Virginia
$306K +$38.9K +253 +15%
NWMG
823
National Wealth Management Group
Ohio
$304K +$8.93K +58 +3%
PWP
824
Perfromance Wealth Partners
Illinois
$301K -$19.2K -125 -6%
JFG
825
JMG Financial Group
Illinois
$301K -$11.5K -75 -4%
31 32
33
34 35