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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1276
180 Wealth Advisors
Washington
$236K +$36K +186 +18%
HCM
1277
HMS Capital Management
Tennessee
$235K -$63.3K -327 -19%
PGF
1278
Plan Group Financial
Oklahoma
$234K -$261K -1,347 -52%
CCA
1279
Cora Capital Advisors
New Jersey
$234K – – –
CASB
1280
Cape Ann Savings Bank
Massachusetts
$234K – – –
CPC
1281
Consolidated Planning Corp
Georgia
$233K +$581 +3 +0.2%
SB
1282
Simmons Bank
Arkansas
$233K -$1.74K -9 -0.7%
MA
1283
MCF Advisors
Kentucky
$232K -$569K -2,943 -71%
EI
1284
Ellevest Inc
New York
$231K +$774 +4 +0.3%
FG
1285
Fiduciary Group
Georgia
$231K – – –
SWM
1286
SeaCrest Wealth Management
New York
$230K – – –
IPAM
1287
Investment Partners Asset Management
New Jersey
$229K – – –
WB
1288
Webster Bank
Connecticut
$228K – – –
SOS
1289
Silver Oak Securities
Tennessee
$228K -$520K -2,686 -69%
WFC
1290
Western Financial Corp
California
$227K +$231K +1,193 New
HPC
1291
HM Payson & Co
Maine
$227K – – –
PP
1292
Patten & Patten
Tennessee
$227K – – –
PGA
1293
Portland Global Advisors
Maine
$227K – – –
NWA
1294
Navis Wealth Advisors
New York
$226K – – –
LGWM
1295
Litman Gregory Wealth Management
California
$226K – – –
LFG
1296
Lockerman Financial Group
California
$225K +$229K +1,182 New
GFPC
1297
Global Financial Private Client
Florida
$225K +$74.7K +386 +49%
XF
1298
XML Financial
Maryland
$225K -$128K -663 -36%
CCMG
1299
Clark Capital Management Group
Pennsylvania
$225K – – –
SI
1300
Seeds Investor
New York
$224K -$29.6K -153 -12%
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