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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
876
Navis Wealth Advisors
New York
$211K -$64.5K -455 -22%
KWM
877
Kingsview Wealth Management
Oregon
$211K -$42.9K -303 -16%
GA
878
Greenspring Advisors
Maryland
$210K +$283 +2 +0.1%
LSA
879
Lion Street Advisors
Texas
$210K +$14.2K +100 +7%
CHC
880
City Holding Co
West Virginia
$209K +$28.3K +200 +14%
TYCC
881
Texas Yale Capital Corp
Florida
$206K – – –
TCA
882
Transcend Capital Advisors
New Jersey
$206K +$14.9K +105 +7%
UL
883
Unionview LLC
Washington
$205K +$226K +1,592 New
KWM
884
Keebeck Wealth Management
Illinois
$204K -$129K -912 -36%
MHS
885
M Holdings Securities
Oregon
$204K -$6.66K -47 -3%
IWA
886
Icon Wealth Advisors
Texas
$203K +$224K +1,580 New
WSTAM
887
Wilbanks Smith & Thomas Asset Management
Virginia
$202K – – –
KOMWMG
888
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K +$1.42K +10 +0.6%
CIC
889
Chilton Investment Company
Connecticut
$202K +$223K +1,572 New
UFA
890
US Financial Advisors
Massachusetts
$201K – – –
WB
891
Webster Bank
Connecticut
$194K +$152K +1,075 +246%
MMG
892
Monetary Management Group
Missouri
$193K – – –
CA
893
Crewe Advisors
Utah
$192K +$61.6K +435 +41%
WBC
894
West Branch Capital
Massachusetts
$187K +$14.2K +100 +7%
CCM
895
Cribstone Capital Management
Maine
$185K -$4.96K -35 -2%
BFEC
896
Benjamin F. Edwards & Company
Missouri
$180K -$4.23M -29,862 -96%
PAI
897
Pittenger & Anderson Inc
Nebraska
$180K -$8.79K -62 -4%
HBT
898
Hills Bank & Trust
Iowa
$178K – – –
JEST
899
JTC Employer Solutions Trustee
Jersey
$174K – – –
RG
900
Retirement Group
California
$173K -$149K -1,053 -44%
34 35
36
37 38