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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
1276
NIA Impact Advisors
California
$262K – – –
SAMT
1277
Select Asset Management & Trust
Pennsylvania
$261K -$13.5K -68 -5%
UFA
1278
Uptown Financial Advisors
Texas
$259K +$270K +1,359 New
WBC
1279
West Branch Capital
Massachusetts
$259K – – –
SFP
1280
Strategic Financial Partners
Oregon
$259K – – –
JEST
1281
JTC Employer Solutions Trustee
Jersey
$258K – – –
SIM
1282
Stratos Investment Management
Ohio
$258K +$1.78K +9 +0.7%
HBT
1283
Hills Bank & Trust
Iowa
$257K – – –
ARA
1284
Alexander Randolph Advisory
Virginia
$257K – – –
RBC
1285
Romano Brothers & Co
Illinois
$257K – – –
CIA
1286
Capital Investment Advisors
Georgia
$257K +$267K +1,344 New
SWM
1287
Sagace Wealth Management
Florida
$256K – – –
SFC
1288
SYM Financial Corp
Indiana
$256K – – –
CCWM
1289
Correct Capital Wealth Management
Missouri
$255K +$397 +2 +0.1%
SFG
1290
Sather Financial Group
Texas
$254K – – –
AAG
1291
Armstrong Advisory Group
Massachusetts
$254K +$63.3K +319 +32%
SI
1292
Seeds Investor
New York
$254K +$264K +1,330 New
PAW
1293
Plan A Wealth
Nebraska
$253K +$263K +1,327 New
RIA
1294
Realta Investment Advisors
Delaware
$253K +$11.9K +60 +5%
FNBTCON
1295
First National Bank & Trust Co of Newtown
Pennsylvania
$251K -$171K -860 -40%
SPP
1296
Single Point Partners
Massachusetts
$248K +$258K +1,299 New
IA
1297
IFC Advisors
California
$248K +$257K +1,297 New
SPWG
1298
Syntegra Private Wealth Group
Missouri
$247K -$3.97K -20 -2%
GBT
1299
Grove Bank & Trust
Florida
$246K – – –
CA
1300
Clune & Associates
Illinois
$245K +$255K +1,286 New
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52
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