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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
976
Newton One Investments
Delaware
$306K +$2.89K +18 +1%
DWM
977
Dakota Wealth Management
Florida
$304K +$67.3K +419 +32%
MMPW
978
Mitchell McLeod Pugh & Williams
Alabama
$303K -$20.4K -127 -7%
PSIWM
979
Paradigm Strategies in Wealth Management
Minnesota
$301K -$40.5K -252 -13%
LC
980
LCNB Corp
Ohio
$299K – – –
PI
981
Putnam Investments
Massachusetts
$299K +$276K +1,719 New
BSB
982
Bangor Savings Bank
Maine
$299K – – –
FF
983
Francis Financial
$297K -$57.2K -356 -17%
CJ
984
Caitlin John
Michigan
$295K +$273K +1,699 New
RP
985
Riverwater Partners
Wisconsin
$295K -$62.5K -389 -19%
MCM
986
Manchester Capital Management
Vermont
$294K – – –
EWM
987
Evermay Wealth Management
Virginia
$294K +$51.1K +318 +23%
PWMAG
988
Pinnacle Wealth Management Advisory Group
New Jersey
$290K – – –
GWM
989
Greenhouse Wealth Management
Connecticut
$289K – – –
AUB
990
Atlantic Union Bankshares
Virginia
$287K – – –
CCA
991
Cottonwood Capital Advisors
Utah
$287K – – –
W
992
Wealthquest
Ohio
$287K – – –
WA1
993
Wimmer Associates 1
California
$287K – – –
GLR
994
Great Lakes Retirement
Ohio
$285K – – –
MLL
995
Moody Lynn & Lieberson
Massachusetts
$284K – – –
CHC
996
City Holding Co
West Virginia
$284K +$3.21K +20 +1%
WJWM
997
Williams Jones Wealth Management
New York
$279K – – –
AGC
998
Aspen Grove Capital
Colorado
$278K – – –
WAG
999
Winthrop Advisory Group
Massachusetts
$277K -$6.75K -42 -3%
BWM
1000
Brown Wealth Management
Illinois
$276K +$1.93K +12 +0.8%
38 39
40
41 42