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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
1126
Sageworth Trust Company of South Dakota
South Dakota
$342K – – –
TAM
1127
TCP Asset Management
Ohio
$342K – – –
WIC
1128
Woodmont Investment Counsel
Tennessee
$340K – – –
CIAS
1129
Capital Investment Advisory Services
North Carolina
$340K -$37.2K -192 -10%
SIAG
1130
Safeguard Investment Advisory Group
California
$339K +$41.4K +214 +14%
TCOV
1131
Trust Company of Vermont
Vermont
$338K +$968 +5 +0.3%
MA
1132
MONECO Advisors
Connecticut
$338K -$3.68K -19 -1%
ONST
1133
Old North State Trust
North Carolina
$336K – – –
NOI
1134
Newton One Investments
Delaware
$334K -$6.39K -33 -2%
TWA
1135
Talisman Wealth Advisors
New Jersey
$334K +$133K +686 +64%
QFA
1136
Quattro Financial Advisors
Texas
$334K +$24.8K +128 +8%
BONH
1137
Bank of New Hampshire
New Hampshire
$334K -$53.2K -275 -14%
MIM
1138
Macroview Investment Management
Maryland
$333K -$4.64K -24 -1%
AWA
1139
Amplius Wealth Advisors
Pennsylvania
$332K +$337K +1,744 New
UW
1140
Unique Wealth
Florida
$332K -$38.7K -200 -10%
LC
1141
LCNB Corp
Ohio
$328K – – –
PMG
1142
ProVise Management Group
Florida
$328K – – –
FTWA
1143
Fifth Third Wealth Advisors
Ohio
$326K +$331K +1,713 New
FF
1144
Francis Financial
$326K – – –
MFG
1145
Mosaic Financial Group
Illinois
$325K +$968 +5 +0.3%
APW
1146
Axim Planning & Wealth
Ohio
$325K -$37.2K -192 -10%
BCP
1147
Blue Chip Partners
Michigan
$324K -$774 -4 -0.2%
NCTC
1148
New Covenant Trust Company
Indiana
$323K +$331K +1,711 New
MCM
1149
Manchester Capital Management
Vermont
$323K – – –
CAM
1150
Campion Asset Management
Virginia
$322K -$20.3K -105 -6%
44 45
46
47 48