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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
876
Heritage Wealth Management (Arizona)
Arizona
$251K +$248K +1,610 New
MWPCG
877
Measured Wealth Private Client Group
New Hampshire
$250K – – –
TYCC
878
Texas Yale Capital Corp
Florida
$249K – – –
TWM
879
Titus Wealth Management
California
$248K – – –
AP
880
Appleton Partners
Massachusetts
$247K – – –
CBN
881
Cadence Bank NA
Texas
$246K – – –
ACM
882
Armbruster Capital Management
New York
$244K -$13.2K -86 -5%
RMDI
883
R.M. Davis Inc
Maine
$243K – – –
SHWM
884
Silicon Hills Wealth Management
Texas
$243K +$8.93K +58 +4%
PFM
885
Parsec Financial Management
North Carolina
$242K -$66.6K -433 -22%
CG
886
Caprock Group
Idaho
$241K – – –
SFP
887
Strategic Financial Partners
Oregon
$237K -$9.23K -60 -4%
FCFC
888
First Citizens Financial Corp
Iowa
$237K -$2.77K -18 -1%
TCA
889
Transcend Capital Advisors
New Jersey
$235K -$616 -4 -0.3%
CWS
890
Cypress Wealth Services
California
$235K +$232K +1,509 New
MMG
891
Monetary Management Group
Missouri
$234K – – –
WIC
892
Woodmont Investment Counsel
Tennessee
$234K – – –
RDFA
893
Ritter Daniher Financial Advisory
Ohio
$233K -$22.3K -145 -9%
BWM
894
Baystate Wealth Management
Massachusetts
$233K +$170K +1,103 +281%
KCM
895
KRS Capital Management
Michigan
$232K – – –
FPCG
896
Fort Pitt Capital Group
Pennsylvania
$231K – – –
CCM
897
Cribstone Capital Management
Maine
$230K -$45.5K -296 -17%
ST
898
Sentinel Trust
Texas
$230K – – –
PAI
899
Pittenger & Anderson Inc
Nebraska
$227K -$13.8K -90 -6%
GLA
900
Good Life Advisors
Pennsylvania
$224K – – –
34 35
36
37 38