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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
1151
Bank of New Hampshire
New Hampshire
$361K – – –
CIM
1152
Cambria Investment Management
California
$361K +$351K +1,750 New
NAMM
1153
NorthStar Asset Management (Massachusetts)
Massachusetts
$361K +$351K +1,747 New
RMAM
1154
Raab & Moskowitz Asset Management
New Jersey
$361K +$127K +632 +57%
AWA
1155
Amplius Wealth Advisors
Pennsylvania
$360K – – –
UW
1156
Unique Wealth
Florida
$360K – – –
MI
1157
Moneywise Inc
Virginia
$360K -$10.2K -51 -3%
RWM
1158
Rockwood Wealth Management
Pennsylvania
$359K +$77.3K +385 +28%
UCB
1159
United Community Bank
South Carolina
$358K -$12.1K -60 -3%
DP
1160
Denver PWM
Colorado
$357K – – –
FF
1161
Francis Financial
$357K +$3.82K +19 +1%
ARA
1162
Alexander Randolph Advisory
Virginia
$355K +$74.7K +372 +28%
LC
1163
LCNB Corp
Ohio
$355K – – –
MFG
1164
Mosaic Financial Group
Illinois
$355K +$1K +5 +0.3%
PMG
1165
ProVise Management Group
Florida
$355K – – –
WTB
1166
Washington Trust Bank
Washington
$355K +$3.82K +19 +1%
LFG
1167
Lockerman Financial Group
California
$355K +$30.1K +150 +10%
OCM
1168
One Capital Management
California
$354K -$16.7K -83 -5%
QP
1169
Quartz Partners
New York
$353K +$58.4K +291 +20%
MIP
1170
Marietta Investment Partners
Wisconsin
$353K +$344K +1,711 New
C
1171
Certuity
Florida
$350K +$341K +1,696 New
MMPW
1172
Mitchell McLeod Pugh & Williams
Alabama
$350K – – –
MCM
1173
Manchester Capital Management
Vermont
$350K – – –
VC
1174
Veery Capital
Delaware
$349K +$79.5K +396 +31%
CWM
1175
Crowley Wealth Management
Delaware
$347K +$41.2K +205 +14%
45 46
47
48 49