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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1251
Fulton Bank
Pennsylvania
$216K +$209K +1,098 New
HCM
1252
Hollencrest Capital Management
California
$215K +$190 +1 +0.1%
ACP
1253
Aviance Capital Partners
Florida
$215K +$207K +1,090 New
SFMG
1254
Sage Financial Management Group
Virginia
$214K +$206K +1,084 New
RIG
1255
RiverFront Investment Group
Virginia
$214K +$206K +1,084 New
BCCM
1256
Black Cypress Capital Management
Florida
$214K -$760 -4 -0.4%
TCOV
1257
Trust Company of Vermont
Vermont
$213K – – –
HIP
1258
Harrell Investment Partners
Texas
$212K +$205K +1,078 New
CHJWM
1259
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K – – –
1WA
1260
180 Wealth Advisors
Washington
$211K +$203K +1,069 New
FFA
1261
Founders Financial Alliance
North Carolina
$211K +$39.9K +210 +24%
AWP
1262
Accretive Wealth Partners
New Jersey
$211K +$203K +1,068 New
HIA
1263
HTG Investment Advisors
Connecticut
$211K +$203K +1,068 New
SOS
1264
Silver Oak Securities
Tennessee
$210K +$205K +1,078 New
PCM
1265
Pennsylvania Capital Management
Pennsylvania
$209K +$201K +1,060 New
TWA
1266
TCI Wealth Advisors
Arizona
$207K +$199K +1,050 New
VFPW
1267
Vantage Financial Partners (Wisconsin)
Wisconsin
$207K +$199K +1,049 New
MCIA
1268
Mountain Capital Investment Advisors
Colorado
$207K +$195K +1,028 New
BTIM
1269
BancFirst Trust & Investment Management
Oklahoma
$206K -$116K -609 -37%
TCWM
1270
Total Clarity Wealth Management
Illinois
$206K +$198K +1,044 New
EP
1271
Edgestream Partners
New Jersey
$204K -$280K -1,473 -59%
ACA
1272
Ascension Capital Advisors
Texas
$204K +$196K +1,033 New
APW
1273
Axim Planning & Wealth
Ohio
$202K +$195K +1,027 New
SOAG
1274
Silver Oak Advisory Group
Oregon
$202K +$195K +1,026 New
ZIG
1275
Zullo Investment Group
Pennsylvania
$202K +$194K +1,022 New
49 50
51
52 53