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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1226
Valley National Advisers
Pennsylvania
$132K +$533 +3 +0.4%
CA
1227
Crewe Advisors
Utah
$131K +$6.58K +37 +6%
CT
1228
Colonial Trust
South Carolina
$128K – – –
CSB
1229
City State Bank
Iowa
$126K – – –
LF
1230
LifeSteps Financial
California
$126K +$120K +673 New
LFA
1231
LGT Financial Advisors
Texas
$126K +$25.6K +144 +27%
TF
1232
Tompkins Financial
New York
$125K +$8.89K +50 +8%
BCMLT
1233
Beacon Capital Management LLC (Tennessee)
Tennessee
$123K +$103K +581 +726%
GFPC
1234
Global Financial Private Client
Florida
$123K +$117K +660 New
SNB
1235
Security National Bank
Nebraska
$121K – – –
AIC
1236
Archer Investment Corporation
Indiana
$121K +$4.8K +27 +4%
MWM
1237
Mascoma Wealth Management
New Hampshire
$119K – – –
CIA
1238
Cape Investment Advisory
Georgia
$116K +$82.3K +463 +291%
FPB
1239
First PREMIER Bank
South Dakota
$115K – – –
KWAG
1240
Kiely Wealth Advisory Group
North Carolina
$115K – – –
HGERS
1241
Householder Group Estate & Retirement Specialist
Arizona
$113K – – –
ATC
1242
Advantage Trust Company
Kansas
$112K – – –
CCA
1243
Criterion Capital Advisors
Tennessee
$110K +$105K +589 New
AWM
1244
Atticus Wealth Management
Florida
$103K -$35.2K -198 -26%
BA
1245
Ballast Advisors
Minnesota
$102K – – –
PAI
1246
Pittenger & Anderson Inc
Nebraska
$99.9K – – –
DJSG
1247
D.J. St. Germain
Massachusetts
$93.6K -$178 -1 -0.2%
AWM
1248
Ameliora Wealth Management
Switzerland
$93.4K – – –
WCM
1249
Westend Capital Management
California
$92.8K +$88.3K +497 New
RG
1250
Retirement Group
California
$92.3K -$6.22K -35 -7%
48 49
50
51 52