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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
876
Progressive Investment Management
Oregon
$306K – – –
FLPIM
877
F.L. Putnam Investment Management
Massachusetts
$304K +$290K +1,884 New
SWP
878
ShoreHaven Wealth Partners
New Jersey
$303K -$9.23K -60 -3%
OCM
879
One Capital Management
California
$303K -$63.4K -412 -18%
RMCM
880
Reynders McVeigh Capital Management
Massachusetts
$303K – – –
CTB
881
Country Trust Bank
Illinois
$303K – – –
MMPW
882
Mitchell McLeod Pugh & Williams
Alabama
$302K +$288K +1,871 New
OBWG
883
Onyx Bridge Wealth Group
New York
$301K -$3.08K -20 -1%
WQ
884
Wealth Quarterback
New Jersey
$301K -$28.8K -187 -9%
PIFP
885
Partners in Financial Planning
Virginia
$300K +$6.46K +42 +2%
CCA
886
Cottonwood Capital Advisors
Utah
$299K -$5.23K -34 -2%
MC
887
Mathes Company
New York
$298K +$285K +1,850 New
GIA
888
Guyasuta Investment Advisors
Pennsylvania
$297K – – –
ONST
889
Old North State Trust
North Carolina
$296K – – –
SFWC
890
Strategic Family Wealth Counselors
New Jersey
$294K – – –
ECM
891
Evergreen Capital Management
Washington
$290K +$55.8K +363 +25%
STCOSD
892
Sageworth Trust Company of South Dakota
South Dakota
$289K – – –
LP
893
LGL Partners
Pennsylvania
$289K +$923 +6 +0.3%
WW
894
Westshore Wealth
California
$287K +$923 +6 +0.3%
TCM
895
Triumph Capital Management
Colorado
$284K +$271K +1,763 New
CP
896
Coho Partners
Pennsylvania
$282K +$269K +1,750 New
NOI
897
Newton One Investments
Delaware
$281K +$923 +6 +0.3%
MCP
898
Mirador Capital Partners
California
$280K -$27.8K -181 -9%
WAG
899
Winthrop Advisory Group
Massachusetts
$279K -$48.2K -313 -15%
SFFS
900
Stonehage Fleming Financial Services
Jersey
$278K +$73.8K +480 +39%
34 35
36
37 38