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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1276
Genesee Capital Advisors
New York
$242K – – –
CL
1277
CIM LLC
New York
$242K -$286K -1,534 -55%
MCIA
1278
Mountain Capital Investment Advisors
Colorado
$241K +$12.7K +68 +6%
PA
1279
PSI Advisors
Florida
$241K -$50.1K -269 -18%
HBT
1280
Hills Bank & Trust
Iowa
$240K -$20.3K -109 -8%
SW
1281
SMART Wealth
Nebraska
$240K +$229K +1,229 New
FPL
1282
Fortress Private Ledger
North Carolina
$240K -$52.2K -280 -19%
CCA
1283
Cora Capital Advisors
New Jersey
$240K – – –
CASB
1284
Cape Ann Savings Bank
Massachusetts
$240K – – –
LLWM
1285
Life Line Wealth Management
California
$239K +$228K +1,223 New
AFW
1286
Avantra Family Wealth
Pennsylvania
$238K -$422K -2,265 -65%
EI
1287
Ellevest Inc
New York
$237K +$931 +5 +0.4%
MA
1288
MCF Advisors
Kentucky
$237K – – –
GLA
1289
Good Life Advisors
Pennsylvania
$237K -$21.6K -116 -9%
FG
1290
Fiduciary Group
Georgia
$236K – – –
1WA
1291
180 Wealth Advisors
Washington
$236K -$5.96K -32 -3%
APA
1292
Astoria Portfolio Advisors
New York
$235K – – –
BEI
1293
Benjamin Edwards Inc
Missouri
$235K +$25.3K +136 +13%
CI
1294
Cambiar Investors
Colorado
$235K -$131K -701 -37%
IPAM
1295
Investment Partners Asset Management
New Jersey
$235K – – –
SB
1296
Simmons Bank
Arkansas
$234K -$4.47K -24 -2%
WB
1297
Webster Bank
Connecticut
$234K – – –
SAMT
1298
Select Asset Management & Trust
Pennsylvania
$234K -$21.8K -117 -9%
CPC
1299
Consolidated Planning Corp
Georgia
$234K -$5.4K -29 -2%
WFC
1300
Western Financial Corp
California
$233K -$186 -1 -0.1%
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