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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
1251
Newton One Investments
Delaware
$366K -$3.68K -17 -1%
MFG
1252
Mosaic Financial Group
Illinois
$365K +$1.08K +5 +0.3%
FTWA
1253
Fifth Third Wealth Advisors
Ohio
$364K -$42.7K -197 -10%
LC
1254
LCNB Corp
Ohio
$363K – – –
PMG
1255
ProVise Management Group
Florida
$363K – – –
PWA
1256
Peterson Wealth Advisors
Utah
$362K -$37.2K -172 -9%
BCG
1257
Breakwater Capital Group
New Jersey
$362K +$5.2K +24 +1%
SIM
1258
Stratos Investment Management
Ohio
$362K +$650 +3 +0.2%
CIAS
1259
Capital Investment Advisory Services
North Carolina
$361K -$33.3K -154 -8%
V
1260
VeraBank
Texas
$361K -$54.1K -250 -13%
BFP
1261
Beacon Financial Planning
Massachusetts
$361K +$54.1K +250 +17%
BIG
1262
Brooklyn Investment Group
New York
$360K -$61.3K -283 -14%
IWA
1263
Independent Wealth Advisors
North Carolina
$358K +$650 +3 +0.2%
CPSAC
1264
Chas P. Smith & Associates (CPS)
Florida
$358K – – –
MCM
1265
Manchester Capital Management
Vermont
$357K – – –
FHA
1266
Flagship Harbor Advisors
Massachusetts
$355K +$56.1K +259 +18%
AGA
1267
Arch Global Advisors
New York
$354K +$363K +1,675 New
UCB
1268
United Community Bank
South Carolina
$353K -$9.74K -45 -3%
AIS
1269
American Investment Services
Massachusetts
$352K – – –
SF
1270
Seros Financial
Arizona
$351K -$387K -1,785 -52%
MMPW
1271
Mitchell McLeod Pugh & Williams
Alabama
$351K – – –
WA1
1272
Wimmer Associates 1
California
$348K – – –
NAS
1273
NWF Advisory Services
California
$348K +$5.2K +24 +1%
CAN
1274
Capital Advisor Network
Indiana
$348K +$356K +1,646 New
BONH
1275
Bank of New Hampshire
New Hampshire
$347K – – –
49 50
51
52 53