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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
901
Sageworth Trust Company of South Dakota
South Dakota
$276K – – –
LP
902
LGL Partners
Pennsylvania
$276K – – –
WW
903
Westshore Wealth
California
$274K – – –
OWA
904
Octavia Wealth Advisors
Ohio
$273K +$285K +1,762 New
HBW
905
Hazlett, Burt & Watson
West Virginia
$270K +$59K +365 +26%
NOI
906
Newton One Investments
Delaware
$268K – – –
PA
907
PFG Advisors
Arizona
$266K -$37K -229 -12%
SFFS
908
Stonehage Fleming Financial Services
Jersey
$265K – – –
LC
909
LCNB Corp
Ohio
$265K – – –
BSB
910
Bangor Savings Bank
Maine
$264K – – –
TA
911
Tactive Advisors
Florida
$263K -$1.48M -9,139 -84%
MCM
912
Manchester Capital Management
Vermont
$260K -$1.29K -8 -0.5%
TL
913
Tradewinds LLC
North Carolina
$257K +$270K +1,669 New
CCA
914
Column Capital Advisors
Indiana
$256K – – –
PWMAG
915
Pinnacle Wealth Management Advisory Group
New Jersey
$256K -$8.08K -50 -3%
OCM
916
One Capital Management
California
$256K -$34.9K -216 -11%
GWM
917
Greenhouse Wealth Management
Connecticut
$256K – – –
CCA
918
Cottonwood Capital Advisors
Utah
$254K -$32.2K -199 -11%
AUB
919
Atlantic Union Bankshares
Virginia
$254K – – –
W
920
Wealthquest
Ohio
$254K -$8.08K -50 -3%
WA1
921
Wimmer Associates 1
California
$254K – – –
GLR
922
Great Lakes Retirement
Ohio
$253K -$11K -68 -4%
WIC
923
Woodmont Investment Counsel
Tennessee
$253K – – –
LSIA
924
LaSalle St. Investment Advisors
Illinois
$253K -$842K -5,209 -76%
NWA
925
Navis Wealth Advisors
New York
$253K – – –
35 36
37
38 39