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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1276
Planned Solutions
California
$248K -$55K -295 -19%
CCA
1277
Cottonwood Capital Advisors
Utah
$247K – – –
CWA
1278
Canvas Wealth Advisors
Kansas
$243K +$9.31K +50 +4%
CA
1279
Crewe Advisors
Utah
$243K +$104K +559 +82%
GCA
1280
Genesee Capital Advisors
New York
$242K – – –
CL
1281
CIM LLC
New York
$242K -$286K -1,534 -55%
MCIA
1282
Mountain Capital Investment Advisors
Colorado
$241K +$12.7K +68 +6%
PA
1283
PSI Advisors
Florida
$241K -$50.1K -269 -18%
HBT
1284
Hills Bank & Trust
Iowa
$240K -$20.3K -109 -8%
SW
1285
SMART Wealth
Nebraska
$240K +$229K +1,229 New
FPL
1286
Fortress Private Ledger
North Carolina
$240K -$52.2K -280 -19%
CCA
1287
Cora Capital Advisors
New Jersey
$240K – – –
CASB
1288
Cape Ann Savings Bank
Massachusetts
$240K – – –
LLWM
1289
Life Line Wealth Management
California
$239K +$228K +1,223 New
AFW
1290
Avantra Family Wealth
Pennsylvania
$238K -$422K -2,265 -65%
EI
1291
Ellevest Inc
New York
$237K +$931 +5 +0.4%
MA
1292
MCF Advisors
Kentucky
$237K – – –
GLA
1293
Good Life Advisors
Pennsylvania
$237K -$21.6K -116 -9%
FG
1294
Fiduciary Group
Georgia
$236K – – –
1WA
1295
180 Wealth Advisors
Washington
$236K -$5.96K -32 -3%
APA
1296
Astoria Portfolio Advisors
New York
$235K – – –
BEI
1297
Benjamin Edwards Inc
Missouri
$235K +$25.3K +136 +13%
CI
1298
Cambiar Investors
Colorado
$235K -$131K -701 -37%
IPAM
1299
Investment Partners Asset Management
New Jersey
$235K – – –
SB
1300
Simmons Bank
Arkansas
$234K -$4.47K -24 -2%
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