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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
CGN Advisors
Kansas
$278K +$292K +1,805 New
WTB
902
Washington Trust Bank
Washington
$278K +$16.8K +104 +6%
STCOSD
903
Sageworth Trust Company of South Dakota
South Dakota
$276K – – –
LP
904
LGL Partners
Pennsylvania
$276K – – –
WW
905
Westshore Wealth
California
$274K – – –
OWA
906
Octavia Wealth Advisors
Ohio
$273K +$285K +1,762 New
HBW
907
Hazlett, Burt & Watson
West Virginia
$270K +$59K +365 +26%
NOI
908
Newton One Investments
Delaware
$268K – – –
PA
909
PFG Advisors
Arizona
$266K -$37K -229 -12%
SFFS
910
Stonehage Fleming Financial Services
Jersey
$265K – – –
LC
911
LCNB Corp
Ohio
$265K – – –
BSB
912
Bangor Savings Bank
Maine
$264K – – –
TA
913
Tactive Advisors
Florida
$263K -$1.48M -9,139 -84%
MCM
914
Manchester Capital Management
Vermont
$260K -$1.29K -8 -0.5%
TL
915
Tradewinds LLC
North Carolina
$257K +$270K +1,669 New
CCA
916
Column Capital Advisors
Indiana
$256K – – –
PWMAG
917
Pinnacle Wealth Management Advisory Group
New Jersey
$256K -$8.08K -50 -3%
OCM
918
One Capital Management
California
$256K -$34.9K -216 -11%
GWM
919
Greenhouse Wealth Management
Connecticut
$256K – – –
CCA
920
Cottonwood Capital Advisors
Utah
$254K -$32.2K -199 -11%
AUB
921
Atlantic Union Bankshares
Virginia
$254K – – –
W
922
Wealthquest
Ohio
$254K -$8.08K -50 -3%
WA1
923
Wimmer Associates 1
California
$254K – – –
GLR
924
Great Lakes Retirement
Ohio
$253K -$11K -68 -4%
WIC
925
Woodmont Investment Counsel
Tennessee
$253K – – –
35 36
37
38 39