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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
901
Bangor Savings Bank
Maine
$277K – – –
PWMAG
902
Pinnacle Wealth Management Advisory Group
New Jersey
$276K – – –
RMDI
903
R.M. Davis Inc
Maine
$275K +$6.15K +40 +2%
GLR
904
Great Lakes Retirement
Ohio
$275K – – –
MCM
905
Manchester Capital Management
Vermont
$274K +$150K +975 +134%
W
906
Wealthquest
Ohio
$274K +$7.69K +50 +3%
WTB
907
Washington Trust Bank
Washington
$274K – – –
CW
908
CreativeOne Wealth
Kansas
$274K +$262K +1,701 New
PCH
909
PGIM Custom Harvest
New Jersey
$270K -$17.5K -114 -6%
AP
910
Appleton Partners
Massachusetts
$269K -$2.31K -15 -0.9%
CCA
911
Column Capital Advisors
Indiana
$269K – – –
GWM
912
Greenhouse Wealth Management
Connecticut
$268K – – –
PWA
913
Physician Wealth Advisors
Utah
$268K +$2.62K +17 +1%
TI
914
Trexquant Investment
Connecticut
$267K -$240K -1,559 -48%
AUB
915
Atlantic Union Bankshares
Virginia
$266K +$254K +1,653 New
WA1
916
Wimmer Associates 1
California
$266K – – –
WIC
917
Woodmont Investment Counsel
Tennessee
$265K +$6.92K +45 +3%
NWA
918
Navis Wealth Advisors
New York
$265K – – –
UL
919
Unionview LLC
Washington
$264K +$4.31K +28 +2%
MLL
920
Moody Lynn & Lieberson
Massachusetts
$264K +$252K +1,636 New
CHC
921
City Holding Co
West Virginia
$262K – – –
YCM
922
Yousif Capital Management
Michigan
$262K -$110K -715 -31%
BFEC
923
Benjamin F. Edwards & Company
Missouri
$261K +$10K +65 +4%
MA
924
MONECO Advisors
Connecticut
$260K -$41.2K -268 -14%
BFA
925
BMS Financial Advisors
South Dakota
$260K -$308 -2 -0.1%
35 36
37
38 39