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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1251
Raab & Moskowitz Asset Management
New Jersey
$220K – – –
GJWM
1252
Gilliland Jeter Wealth Management
Arkansas
$217K +$38.4K +202 +22%
MC
1253
Mathes Company
New York
$217K – – –
FB
1254
Fulton Bank
Pennsylvania
$216K +$209K +1,098 New
HCM
1255
Hollencrest Capital Management
California
$215K +$190 +1 +0.1%
ACP
1256
Aviance Capital Partners
Florida
$215K +$207K +1,090 New
SFMG
1257
Sage Financial Management Group
Virginia
$214K +$206K +1,084 New
RIG
1258
RiverFront Investment Group
Virginia
$214K +$206K +1,084 New
BCCM
1259
Black Cypress Capital Management
Florida
$214K -$760 -4 -0.4%
TCOV
1260
Trust Company of Vermont
Vermont
$213K – – –
HIP
1261
Harrell Investment Partners
Texas
$212K +$205K +1,078 New
CHJWM
1262
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K – – –
1WA
1263
180 Wealth Advisors
Washington
$211K +$203K +1,069 New
FFA
1264
Founders Financial Alliance
North Carolina
$211K +$39.9K +210 +24%
AWP
1265
Accretive Wealth Partners
New Jersey
$211K +$203K +1,068 New
HIA
1266
HTG Investment Advisors
Connecticut
$211K +$203K +1,068 New
SOS
1267
Silver Oak Securities
Tennessee
$210K +$205K +1,078 New
PCM
1268
Pennsylvania Capital Management
Pennsylvania
$209K +$201K +1,060 New
TWA
1269
TCI Wealth Advisors
Arizona
$207K +$199K +1,050 New
VFPW
1270
Vantage Financial Partners (Wisconsin)
Wisconsin
$207K +$199K +1,049 New
MCIA
1271
Mountain Capital Investment Advisors
Colorado
$207K +$195K +1,028 New
BTIM
1272
BancFirst Trust & Investment Management
Oklahoma
$206K -$116K -609 -37%
TCWM
1273
Total Clarity Wealth Management
Illinois
$206K +$198K +1,044 New
EP
1274
Edgestream Partners
New Jersey
$204K -$280K -1,473 -59%
ACA
1275
Ascension Capital Advisors
Texas
$204K +$196K +1,033 New
49 50
51
52 53