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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
1151
Integrated Advisors Network
Texas
$352K +$119K +600 +48%
GIA
1152
Guyasuta Investment Advisors
Pennsylvania
$352K – – –
XF
1153
XML Financial
Maryland
$352K +$793 +4 +0.2%
WW
1154
Westshore Wealth
California
$351K +$1.98K +10 +0.5%
OCM
1155
One Capital Management
California
$350K -$8.93K -45 -2%
BBWP
1156
Beacon Bridge Wealth Partners
Pennsylvania
$349K -$198 -1 -0.1%
GWMR
1157
GC Wealth Management RIA
Massachusetts
$348K – – –
LA
1158
Latitude Advisors
Florida
$347K +$31.7K +160 +10%
EWM
1159
Evermay Wealth Management
Virginia
$347K – – –
TWCA
1160
Two West Capital Advisors
Kansas
$345K +$79.1K +399 +28%
STCOSD
1161
Sageworth Trust Company of South Dakota
South Dakota
$343K – – –
TAM
1162
TCP Asset Management
Ohio
$343K – – –
CAM
1163
Campion Asset Management
Virginia
$342K -$89.3K -450 -20%
MA
1164
MONECO Advisors
Connecticut
$342K +$6.35K +32 +2%
NOI
1165
Newton One Investments
Delaware
$341K – – –
WIC
1166
Woodmont Investment Counsel
Tennessee
$341K – – –
WWP
1167
WR Wealth Planners
Missouri
$340K -$450K -2,271 -56%
LEA
1168
Legacy Edge Advisors
New York
$339K -$251K -1,265 -42%
MIM
1169
Macroview Investment Management
Maryland
$338K +$18.8K +95 +6%
TCOV
1170
Trust Company of Vermont
Vermont
$338K +$137K +690 +64%
ONST
1171
Old North State Trust
North Carolina
$336K -$15.5K -78 -4%
HB
1172
HTLF Bank
Colorado
$330K – – –
LC
1173
LCNB Corp
Ohio
$328K – – –
PMG
1174
ProVise Management Group
Florida
$328K – – –
CWM
1175
Crowley Wealth Management
Delaware
$328K +$341K +1,717 New
45 46
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48 49