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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1101
Armstrong Advisory Group
Massachusetts
$176K – – –
MAWCM
1102
Mine & Arao Wealth Creation & Management
California
$173K +$482 +3 +0.3%
WB
1103
Webster Bank
Connecticut
$156K – – –
ACA
1104
Aptus Capital Advisors
Alabama
$156K -$452K -2,813 -76%
MFC
1105
Mechanics Financial Corp
Ohio
$156K – – –
HCM
1106
Hollencrest Capital Management
California
$154K – – –
FFA
1107
Founders Financial Alliance
North Carolina
$149K – – –
EWP
1108
Elevation Wealth Partners
California
$148K – – –
PWM
1109
Provident Wealth Management
Tennessee
$148K – – –
SFA
1110
Semmax Financial Advisors
North Carolina
$139K +$128K +799 New
ODG
1111
O'Dell Group
Ohio
$139K +$129K +800 New
PO
1112
Private Ocean
California
$135K – – –
RCM
1113
Raleigh Capital Management
North Carolina
$133K -$1.29K -8 -1%
RWM
1114
Raffa Wealth Management
District of Columbia
$131K +$1.13K +7 +0.9%
AWM
1115
Atticus Wealth Management
Florida
$130K -$6.11K -38 -5%
APW
1116
Atlantic Private Wealth
North Carolina
$127K +$1.29K +8 +1%
LB
1117
Legacy Bridge
Iowa
$124K +$2.09K +13 +2%
VNA
1118
Valley National Advisers
Pennsylvania
$123K +$110K +683 +2,732%
WT
1119
Washington Trust
Rhode Island
$121K +$68.3K +425 +159%
CT
1120
Colonial Trust
South Carolina
$119K – – –
CSB
1121
City State Bank
Iowa
$118K – – –
CA
1122
Crewe Advisors
Utah
$115K -$63.5K -395 -37%
SNB
1123
Security National Bank
Nebraska
$113K +$104K +650 New
AGWCA
1124
Annis Gardner Whiting Capital Advisors
Florida
$113K – – –
MWM
1125
Mascoma Wealth Management
New Hampshire
$111K – – –
43 44
45
46 47