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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1176
LCNB Corp
Ohio
$328K – – –
PMG
1177
ProVise Management Group
Florida
$328K – – –
CWM
1178
Crowley Wealth Management
Delaware
$328K +$341K +1,717 New
FF
1179
Francis Financial
$326K – – –
EE
1180
EWG Elevate
California
$325K -$47.2K -238 -12%
MFG
1181
Mosaic Financial Group
Illinois
$325K +$1.39K +7 +0.4%
BCP
1182
Blue Chip Partners
Michigan
$325K -$14.3K -72 -4%
UL
1183
Unionview LLC
Washington
$325K +$25.2K +127 +8%
HCM
1184
HMS Capital Management
Tennessee
$324K – – –
IFWM
1185
Institute for Wealth Management
Colorado
$324K +$23.8K +120 +8%
MCM
1186
Manchester Capital Management
Vermont
$323K – – –
RWM
1187
Rockwood Wealth Management
Pennsylvania
$323K +$336K +1,692 New
PSIWM
1188
Paradigm Strategies in Wealth Management
Minnesota
$321K -$9.92K -50 -3%
KA
1189
Kovack Advisors
Florida
$320K -$6.74K -34 -2%
AGA
1190
Arkos Global Advisors
Texas
$319K – – –
MMPW
1191
Mitchell McLeod Pugh & Williams
Alabama
$319K – – –
FCB
1192
First County Bank
Connecticut
$319K -$151K -762 -31%
FIB
1193
First Interstate Bank
Montana
$317K -$130K -657 -28%
QFA
1194
Quattro Financial Advisors
Texas
$317K – – –
HT
1195
Headlands Technologies
Illinois
$316K +$291K +1,468 +781%
WAG
1196
Winthrop Advisory Group
Massachusetts
$316K +$9.92K +50 +3%
AUB
1197
Atlantic Union Bankshares
Virginia
$316K – – –
WA1
1198
Wimmer Associates 1
California
$315K – – –
HA
1199
Huntleigh Advisors
Missouri
$313K +$325K +1,641 New
CFAM
1200
Center For Asset Management
Florida
$312K -$19.8K -100 -6%
46 47
48
49 50