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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
851
Arete Wealth Advisors
Illinois
$263K -$475K -3,221 -63%
OBWG
852
Onyx Bridge Wealth Group
New York
$263K -$7.97K -54 -3%
LC
853
LCNB Corp
Ohio
$263K +$28.5K +193 +11%
PIFP
854
Partners in Financial Planning
Virginia
$263K +$443 +3 +0.2%
PIM
855
Progressive Investment Management
Oregon
$261K – – –
ECG
856
Edge Capital Group
Georgia
$260K – – –
MA
857
MONECO Advisors
Connecticut
$260K +$2.36K +16 +0.9%
AA
858
Ancora Advisors
Ohio
$260K +$20.5K +139 +8%
USCWA
859
U.S. Capital Wealth Advisors
Texas
$260K +$279K +1,890 New
GGS
860
Galvin Gaustad & Stein
Arizona
$259K -$59K -400 -18%
CTB
861
Country Trust Bank
Illinois
$258K – – –
TFGT
862
TS Financial Group (TSFG)
Illinois
$254K +$15.3K +104 +6%
GIA
863
Guyasuta Investment Advisors
Pennsylvania
$253K – – –
FFA
864
First Foundation Advisors
California
$247K -$4.43K -30 -2%
RMCM
865
Reynders McVeigh Capital Management
Massachusetts
$247K – – –
VAS
866
Vestmark Advisory Solutions
Massachusetts
$244K -$12.5K -85 -5%
RWP
867
Revolve Wealth Partners
New Jersey
$243K +$260K +1,765 New
HCM
868
Howland Capital Management
Massachusetts
$242K – – –
LP
869
LGL Partners
Pennsylvania
$241K +$1.03K +7 +0.4%
AWA
870
Acorn Wealth Advisors
Michigan
$241K +$9.74K +66 +4%
PI
871
Putnam Investments
Massachusetts
$241K +$259K +1,752 New
WW
872
Westshore Wealth
California
$240K +$1.03K +7 +0.4%
PWA
873
Physician Wealth Advisors
Utah
$239K -$364K -2,468 -60%
TSWM
874
Tyler-Stone Wealth Management
Ohio
$236K – – –
BSB
875
Bangor Savings Bank
Maine
$236K +$9K +61 +4%
33 34
35
36 37