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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1151
Fountainhead AM
New Jersey
$366K +$201 +1 +0.1%
PSP
1152
Pacific Sage Partners
Washington
$364K – – –
NOI
1153
Newton One Investments
Delaware
$362K – – –
BONH
1154
Bank of New Hampshire
New Hampshire
$361K – – –
CIM
1155
Cambria Investment Management
California
$361K +$351K +1,750 New
NAMM
1156
NorthStar Asset Management (Massachusetts)
Massachusetts
$361K +$351K +1,747 New
RMAM
1157
Raab & Moskowitz Asset Management
New Jersey
$361K +$127K +632 +57%
AWA
1158
Amplius Wealth Advisors
Pennsylvania
$360K – – –
UW
1159
Unique Wealth
Florida
$360K – – –
MI
1160
Moneywise Inc
Virginia
$360K -$10.2K -51 -3%
RWM
1161
Rockwood Wealth Management
Pennsylvania
$359K +$77.3K +385 +28%
UCB
1162
United Community Bank
South Carolina
$358K -$12.1K -60 -3%
DP
1163
Denver PWM
Colorado
$357K – – –
FF
1164
Francis Financial
$357K +$3.82K +19 +1%
ARA
1165
Alexander Randolph Advisory
Virginia
$355K +$74.7K +372 +28%
LC
1166
LCNB Corp
Ohio
$355K – – –
MFG
1167
Mosaic Financial Group
Illinois
$355K +$1K +5 +0.3%
PMG
1168
ProVise Management Group
Florida
$355K – – –
WTB
1169
Washington Trust Bank
Washington
$355K +$3.82K +19 +1%
LFG
1170
Lockerman Financial Group
California
$355K +$30.1K +150 +10%
OCM
1171
One Capital Management
California
$354K -$16.7K -83 -5%
QP
1172
Quartz Partners
New York
$353K +$58.4K +291 +20%
MIP
1173
Marietta Investment Partners
Wisconsin
$353K +$344K +1,711 New
C
1174
Certuity
Florida
$350K +$341K +1,696 New
MMPW
1175
Mitchell McLeod Pugh & Williams
Alabama
$350K – – –
45 46
47
48 49