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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
901
Cambiar Investors
Colorado
$208K +$224K +1,516 New
MFG
902
Merit Financial Group
Georgia
$207K +$222K +1,505 New
TCA
903
Transcend Capital Advisors
New Jersey
$206K -$1.33K -9 -0.6%
MMG
904
Monetary Management Group
Missouri
$206K – – –
WIC
905
Woodmont Investment Counsel
Tennessee
$206K – – –
HNWAG
906
High Net Worth Advisory Group
Florida
$206K +$103K +700 +88%
KCM
907
KRS Capital Management
Michigan
$205K – – –
FPCG
908
Fort Pitt Capital Group
Pennsylvania
$204K – – –
OAP
909
One Advisory Partners
Kansas
$204K +$219K +1,484 New
CCM
910
Cribstone Capital Management
Maine
$203K -$148 -1 -0.1%
ST
911
Sentinel Trust
Texas
$203K – – –
FCFC
912
First Citizens Financial Corp
Iowa
$202K -$8.12K -55 -4%
PAI
913
Pittenger & Anderson Inc
Nebraska
$201K – – –
CHC
914
City Holding Co
West Virginia
$196K +$135K +915 +179%
HBT
915
Hills Bank & Trust
Iowa
$191K – – –
AW
916
ACG Wealth
Georgia
$187K +$148 +1 +0.1%
JEST
917
JTC Employer Solutions Trustee
Jersey
$186K – – –
WBC
918
West Branch Capital
Massachusetts
$186K – – –
CP
919
Covenant Partners
Tennessee
$181K – – –
BWM
920
Baystate Wealth Management
Massachusetts
$180K -$27.2K -184 -12%
HWMA
921
Heritage Wealth Management (Arizona)
Arizona
$180K -$44.4K -301 -19%
SWM
922
Sugarloaf Wealth Management
Georgia
$175K +$148 +1 +0.1%
CFD
923
Creative Financial Designs
Indiana
$174K -$5.31K -36 -3%
KFS
924
Kelly Financial Services
Massachusetts
$173K +$158K +1,073 +571%
VWM
925
Valley Wealth Managers
New Jersey
$171K -$178K -1,204 -49%
35 36
37
38 39