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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1226
Union Savings Bank
Connecticut
$390K +$385K +1,838 New
OBWG
1227
Onyx Bridge Wealth Group
New York
$390K -$4.19K -20 -1%
LWCFA
1228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$388K -$13.6K -65 -4%
CAL
1229
Capital Advisors Ltd
Ohio
$387K -$7.38M -35,238 -83%
AAS
1230
Annex Advisory Services
Wisconsin
$386K +$81.7K +390 +27%
OWA
1231
Octavia Wealth Advisors
Ohio
$385K +$89.3K +426 +31%
WIC
1232
Woodmont Investment Counsel
Tennessee
$383K – – –
TAM
1233
TCP Asset Management
Ohio
$381K – – –
ONST
1234
Old North State Trust
North Carolina
$378K – – –
BWFA
1235
Baltimore-Washington Financial Advisors
Maryland
$377K +$167K +799 +82%
VCM
1236
Versant Capital Management
Arizona
$376K – – –
GI
1237
GAMMA Investing
California
$376K – – –
PSP
1238
Pacific Sage Partners
Washington
$374K – – –
UW
1239
Unique Wealth
Florida
$373K +$2.93K +14 +0.8%
NOI
1240
Newton One Investments
Delaware
$372K – – –
NAMM
1241
NorthStar Asset Management (Massachusetts)
Massachusetts
$370K – – –
AWA
1242
Amplius Wealth Advisors
Pennsylvania
$370K – – –
MMPW
1243
Mitchell McLeod Pugh & Williams
Alabama
$369K – – –
RWM
1244
Rockwood Wealth Management
Pennsylvania
$369K +$210 +1 +0.1%
TAP
1245
TSG Advice Partners
Ohio
$368K +$364K +1,736 New
MFG
1246
Mosaic Financial Group
Illinois
$366K +$1.47K +7 +0.4%
LC
1247
LCNB Corp
Ohio
$365K – – –
PMG
1248
ProVise Management Group
Florida
$365K – – –
UCB
1249
United Community Bank
South Carolina
$364K -$3.14K -15 -0.9%
EA
1250
Everpar Advisors
Oklahoma
$364K -$281K -1,342 -44%
48 49
50
51 52