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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
901
Transcend Capital Advisors
New Jersey
$206K -$1.33K -9 -0.6%
MMG
902
Monetary Management Group
Missouri
$206K – – –
WIC
903
Woodmont Investment Counsel
Tennessee
$206K – – –
HNWAG
904
High Net Worth Advisory Group
Florida
$206K +$103K +700 +88%
KCM
905
KRS Capital Management
Michigan
$205K – – –
FPCG
906
Fort Pitt Capital Group
Pennsylvania
$204K – – –
OAP
907
One Advisory Partners
Kansas
$204K +$219K +1,484 New
CCM
908
Cribstone Capital Management
Maine
$203K -$148 -1 -0.1%
ST
909
Sentinel Trust
Texas
$203K – – –
FCFC
910
First Citizens Financial Corp
Iowa
$202K -$8.12K -55 -4%
PAI
911
Pittenger & Anderson Inc
Nebraska
$201K – – –
CHC
912
City Holding Co
West Virginia
$196K +$135K +915 +179%
HBT
913
Hills Bank & Trust
Iowa
$191K – – –
AW
914
ACG Wealth
Georgia
$187K +$148 +1 +0.1%
JEST
915
JTC Employer Solutions Trustee
Jersey
$186K – – –
WBC
916
West Branch Capital
Massachusetts
$186K – – –
CP
917
Covenant Partners
Tennessee
$181K – – –
BWM
918
Baystate Wealth Management
Massachusetts
$180K -$27.2K -184 -12%
HWMA
919
Heritage Wealth Management (Arizona)
Arizona
$180K -$44.4K -301 -19%
SWM
920
Sugarloaf Wealth Management
Georgia
$175K +$148 +1 +0.1%
CFD
921
Creative Financial Designs
Indiana
$174K -$5.31K -36 -3%
KFS
922
Kelly Financial Services
Massachusetts
$173K +$158K +1,073 +571%
VWM
923
Valley Wealth Managers
New Jersey
$171K -$178K -1,204 -49%
HBW
924
Hazlett, Burt & Watson
West Virginia
$171K – – –
FCMT
925
Founders Capital Management (Texas)
Texas
$170K +$78.5K +532 +75%
35 36
37
38 39