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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1251
Brown Wealth Management
Illinois
$370K +$19.3K +89 +5%
NAMM
1252
NorthStar Asset Management (Massachusetts)
Massachusetts
$369K – – –
TAP
1253
TSG Advice Partners
Ohio
$367K +$433 +2 +0.1%
NOI
1254
Newton One Investments
Delaware
$366K -$3.68K -17 -1%
MFG
1255
Mosaic Financial Group
Illinois
$365K +$1.08K +5 +0.3%
FTWA
1256
Fifth Third Wealth Advisors
Ohio
$364K -$42.7K -197 -10%
LC
1257
LCNB Corp
Ohio
$363K – – –
PMG
1258
ProVise Management Group
Florida
$363K – – –
PWA
1259
Peterson Wealth Advisors
Utah
$362K -$37.2K -172 -9%
BCG
1260
Breakwater Capital Group
New Jersey
$362K +$5.2K +24 +1%
SIM
1261
Stratos Investment Management
Ohio
$362K +$650 +3 +0.2%
CIAS
1262
Capital Investment Advisory Services
North Carolina
$361K -$33.3K -154 -8%
V
1263
VeraBank
Texas
$361K -$54.1K -250 -13%
BFP
1264
Beacon Financial Planning
Massachusetts
$361K +$54.1K +250 +17%
BIG
1265
Brooklyn Investment Group
New York
$360K -$61.3K -283 -14%
IWA
1266
Independent Wealth Advisors
North Carolina
$358K +$650 +3 +0.2%
CPSAC
1267
Chas P. Smith & Associates (CPS)
Florida
$358K – – –
MCM
1268
Manchester Capital Management
Vermont
$357K – – –
FHA
1269
Flagship Harbor Advisors
Massachusetts
$355K +$56.1K +259 +18%
AGA
1270
Arch Global Advisors
New York
$354K +$363K +1,675 New
UCB
1271
United Community Bank
South Carolina
$353K -$9.74K -45 -3%
AIS
1272
American Investment Services
Massachusetts
$352K – – –
SF
1273
Seros Financial
Arizona
$351K -$387K -1,785 -52%
MMPW
1274
Mitchell McLeod Pugh & Williams
Alabama
$351K – – –
WA1
1275
Wimmer Associates 1
California
$348K – – –
49 50
51
52 53