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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1026
Okabena Investment Services
Minnesota
$469K – – –
CNBT
1027
Canandaigua National Bank & Trust
New York
$466K – – –
FNT
1028
First National Trust
Pennsylvania
$465K -$4.84K -26 -1%
CFS
1029
Coordinated Financial Services
Colorado
$464K +$2.79K +15 +0.6%
SMA
1030
Sage Mountain Advisors
Georgia
$464K -$65K -349 -13%
TCB
1031
Texas Capital Bancshares
Texas
$463K +$441K +2,370 New
LWM
1032
LJI Wealth Management
Indiana
$462K +$9.31K +50 +2%
GCM
1033
Gallacher Capital Management
Colorado
$462K – – –
JAG
1034
Journey Advisory Group
Kentucky
$459K – – –
HC
1035
Hara Capital
Washington
$456K – – –
VWA
1036
Visionary Wealth Advisors
Illinois
$453K – – –
VWA
1037
VSM Wealth Advisory
Maryland
$453K -$11.5K -62 -3%
FPW
1038
Fairvoy Private Wealth
Alabama
$451K – – –
FWM
1039
FLP Wealth Management
Arkansas
$449K +$8.01K +43 +2%
GFM
1040
GEN Financial Management
Minnesota
$448K – – –
HWA
1041
HCR Wealth Advisors
California
$446K +$14.7K +79 +4%
CPSAC
1042
Chas P. Smith & Associates (CPS)
Florida
$444K -$78.4K -421 -16%
KA
1043
Kovack Advisors
Florida
$442K +$129K +694 +44%
APW
1044
Aurora Private Wealth
New Jersey
$442K +$559 +3 +0.1%
KHC
1045
Koesten Hirschmann & Crabtree
Kansas
$441K – – –
EA
1046
Everpar Advisors
Oklahoma
$437K +$57.4K +308 +16%
CIA
1047
Cape Investment Advisory
Georgia
$436K +$74.3K +399 +22%
RMCM
1048
Reynders McVeigh Capital Management
Massachusetts
$436K -$9.31K -50 -2%
T2I
1049
Turim 21 Investimentos
Brazil
$435K – – –
HTC
1050
Haverford Trust Company
Pennsylvania
$435K +$21.8K +117 +6%
40 41
42
43 44