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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1051
Goodwin Investment Advisory
Georgia
$337K -$6.93K -39 -2%
CA
1052
CGN Advisors
Kansas
$337K – – –
FI
1053
FWG Investments
Kentucky
$337K +$320K +1,803 New
OBWG
1054
Onyx Bridge Wealth Group
New York
$336K +$178 +1 +0.1%
STCOSD
1055
Sageworth Trust Company of South Dakota
South Dakota
$336K – – –
WIC
1056
Woodmont Investment Counsel
Tennessee
$333K -$1.78K -10 -0.6%
ACP
1057
Aveo Capital Partners
Colorado
$331K +$327K +1,837 New
NOI
1058
Newton One Investments
Delaware
$330K +$1.42K +8 +0.5%
GWM
1059
GDS Wealth Management
Texas
$330K -$27.6K -155 -8%
MA
1060
MONECO Advisors
Connecticut
$329K -$27.6K -155 -8%
CFS
1061
Coordinated Financial Services
Colorado
$327K +$311K +1,749 New
EWM
1062
Evermay Wealth Management
Virginia
$325K +$8.89K +50 +3%
MMPW
1063
Mitchell McLeod Pugh & Williams
Alabama
$323K -$2.49K -14 -0.8%
PSIWM
1064
Paradigm Strategies in Wealth Management
Minnesota
$323K – – –
AGA
1065
Arkos Global Advisors
Texas
$323K +$308K +1,730 New
LC
1066
LCNB Corp
Ohio
$321K – – –
PMG
1067
ProVise Management Group
Florida
$321K -$1.43M -8,024 -82%
CHA
1068
Carmichael Hill & Associates
Maryland
$321K -$15.3K -86 -5%
GIA
1069
Guyasuta Investment Advisors
Pennsylvania
$320K – – –
UCB
1070
United Community Bank
South Carolina
$320K -$19.4K -109 -6%
FF
1071
Francis Financial
$319K – – –
TCM
1072
Triumph Capital Management
Colorado
$318K +$305K +1,714 New
HCM
1073
HMS Capital Management
Tennessee
$318K -$55.8K -314 -16%
RP
1074
Riverwater Partners
Wisconsin
$317K – – –
MCM
1075
Manchester Capital Management
Vermont
$316K – – –
41 42
43
44 45