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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1226
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$388K -$13.6K -65 -4%
CAL
1227
Capital Advisors Ltd
Ohio
$387K -$7.38M -35,238 -83%
AAS
1228
Annex Advisory Services
Wisconsin
$386K +$81.7K +390 +27%
OWA
1229
Octavia Wealth Advisors
Ohio
$385K +$89.3K +426 +31%
WIC
1230
Woodmont Investment Counsel
Tennessee
$383K – – –
TAM
1231
TCP Asset Management
Ohio
$381K – – –
ONST
1232
Old North State Trust
North Carolina
$378K – – –
BWFA
1233
Baltimore-Washington Financial Advisors
Maryland
$377K +$167K +799 +82%
VCM
1234
Versant Capital Management
Arizona
$376K – – –
GI
1235
GAMMA Investing
California
$376K – – –
PSP
1236
Pacific Sage Partners
Washington
$374K – – –
UW
1237
Unique Wealth
Florida
$373K +$2.93K +14 +0.8%
NOI
1238
Newton One Investments
Delaware
$372K – – –
NAMM
1239
NorthStar Asset Management (Massachusetts)
Massachusetts
$370K – – –
AWA
1240
Amplius Wealth Advisors
Pennsylvania
$370K – – –
MMPW
1241
Mitchell McLeod Pugh & Williams
Alabama
$369K – – –
RWM
1242
Rockwood Wealth Management
Pennsylvania
$369K +$210 +1 +0.1%
TAP
1243
TSG Advice Partners
Ohio
$368K +$364K +1,736 New
MFG
1244
Mosaic Financial Group
Illinois
$366K +$1.47K +7 +0.4%
LC
1245
LCNB Corp
Ohio
$365K – – –
PMG
1246
ProVise Management Group
Florida
$365K – – –
UCB
1247
United Community Bank
South Carolina
$364K -$3.14K -15 -0.9%
EA
1248
Everpar Advisors
Oklahoma
$364K -$281K -1,342 -44%
SIM
1249
Stratos Investment Management
Ohio
$363K -$41.7K -199 -10%
FF
1250
Francis Financial
$363K -$3.98K -19 -1%
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50
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