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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1226
Atlantic Private Wealth
North Carolina
$137K +$533 +3 +0.4%
LB
1227
Legacy Bridge
Iowa
$136K +$2.49K +14 +2%
VNA
1228
Valley National Advisers
Pennsylvania
$132K +$533 +3 +0.4%
CA
1229
Crewe Advisors
Utah
$131K +$6.58K +37 +6%
CT
1230
Colonial Trust
South Carolina
$128K – – –
CSB
1231
City State Bank
Iowa
$126K – – –
LF
1232
LifeSteps Financial
California
$126K +$120K +673 New
LFA
1233
LGT Financial Advisors
Texas
$126K +$25.6K +144 +27%
TF
1234
Tompkins Financial
New York
$125K +$8.89K +50 +8%
BCMLT
1235
Beacon Capital Management LLC (Tennessee)
Tennessee
$123K +$103K +581 +726%
GFPC
1236
Global Financial Private Client
Florida
$123K +$117K +660 New
SNB
1237
Security National Bank
Nebraska
$121K – – –
AIC
1238
Archer Investment Corporation
Indiana
$121K +$4.8K +27 +4%
MWM
1239
Mascoma Wealth Management
New Hampshire
$119K – – –
CIA
1240
Cape Investment Advisory
Georgia
$116K +$82.3K +463 +291%
FPB
1241
First PREMIER Bank
South Dakota
$115K – – –
KWAG
1242
Kiely Wealth Advisory Group
North Carolina
$115K – – –
HGERS
1243
Householder Group Estate & Retirement Specialist
Arizona
$113K – – –
ATC
1244
Advantage Trust Company
Kansas
$112K – – –
CCA
1245
Criterion Capital Advisors
Tennessee
$110K +$105K +589 New
AWM
1246
Atticus Wealth Management
Florida
$103K -$35.2K -198 -26%
BA
1247
Ballast Advisors
Minnesota
$102K – – –
PAI
1248
Pittenger & Anderson Inc
Nebraska
$99.9K – – –
DJSG
1249
D.J. St. Germain
Massachusetts
$93.6K -$178 -1 -0.2%
AWM
1250
Ameliora Wealth Management
Switzerland
$93.4K – – –
48 49
50
51 52