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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
851
LCNB Corp
Ohio
$263K +$28.5K +193 +11%
PIFP
852
Partners in Financial Planning
Virginia
$263K +$443 +3 +0.2%
PIM
853
Progressive Investment Management
Oregon
$261K – – –
ECG
854
Edge Capital Group
Georgia
$260K – – –
MA
855
MONECO Advisors
Connecticut
$260K +$2.36K +16 +0.9%
AA
856
Ancora Advisors
Ohio
$260K +$20.5K +139 +8%
USCWA
857
U.S. Capital Wealth Advisors
Texas
$260K +$279K +1,890 New
GGS
858
Galvin Gaustad & Stein
Arizona
$259K -$59K -400 -18%
CTB
859
Country Trust Bank
Illinois
$258K – – –
TFGT
860
TS Financial Group (TSFG)
Illinois
$254K +$15.3K +104 +6%
GIA
861
Guyasuta Investment Advisors
Pennsylvania
$253K – – –
FFA
862
First Foundation Advisors
California
$247K -$4.43K -30 -2%
RMCM
863
Reynders McVeigh Capital Management
Massachusetts
$247K – – –
VAS
864
Vestmark Advisory Solutions
Massachusetts
$244K -$12.5K -85 -5%
RWP
865
Revolve Wealth Partners
New Jersey
$243K +$260K +1,765 New
HCM
866
Howland Capital Management
Massachusetts
$242K – – –
LP
867
LGL Partners
Pennsylvania
$241K +$1.03K +7 +0.4%
AWA
868
Acorn Wealth Advisors
Michigan
$241K +$9.74K +66 +4%
PI
869
Putnam Investments
Massachusetts
$241K +$259K +1,752 New
WW
870
Westshore Wealth
California
$240K +$1.03K +7 +0.4%
PWA
871
Physician Wealth Advisors
Utah
$239K -$364K -2,468 -60%
TSWM
872
Tyler-Stone Wealth Management
Ohio
$236K – – –
BSB
873
Bangor Savings Bank
Maine
$236K +$9K +61 +4%
LSA
874
Lion Street Advisors
Texas
$233K -$14.8K -100 -6%
MCM
875
Murphy Capital Management
New Jersey
$233K – – –
33 34
35
36 37