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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
1301
Bank of New Hampshire
New Hampshire
$351K -$22.3K -100 -6%
AIM
1302
Aspen Investment Management
Michigan
$350K – – –
CMP
1303
Courage Miller Partners
Virginia
$350K -$1.34K -6 -0.4%
GI
1304
GAMMA Investing
California
$349K -$6.92K -31 -2%
HFS
1305
Horizon Financial Services
North Carolina
$347K +$341K +1,527 New
OCM
1306
One Capital Management
California
$345K – – –
CJ
1307
Caitlin John
Michigan
$344K – – –
LF
1308
LifeSteps Financial
California
$344K +$112K +503 +50%
CHC
1309
City Holding Co
West Virginia
$343K – – –
SIG
1310
Sargent Investment Group
Maryland
$341K – – –
MMG
1311
Monetary Management Group
Missouri
$341K – – –
KCM
1312
KRS Capital Management
Michigan
$339K – – –
BFA
1313
Beaumont Financial Advisors
Massachusetts
$339K – – –
MAM
1314
Montchanin Asset Management
Delaware
$336K – – –
1WA
1315
180 Wealth Advisors
Washington
$335K -$30.2K -135 -8%
LG
1316
LaFleur & Godfrey
Michigan
$335K – – –
OAS
1317
Optivise Advisory Services
Tennessee
$335K -$62.3K -279 -16%
PSP
1318
Pacific Sage Partners
Washington
$334K – – –
AGA
1319
Arkos Global Advisors
Texas
$334K +$1.34K +6 +0.4%
W
1320
Wealthquest
Ohio
$333K – – –
DP
1321
Denver PWM
Colorado
$333K +$893 +4 +0.3%
BC
1322
Barrett & Company
Rhode Island
$333K – – –
FA
1323
Fortis Advisors
Pennsylvania
$332K -$23.5K -105 -7%
OP
1324
Oath Planning
Oklahoma
$332K +$1.12K +5 +0.3%
GCM
1325
Gallacher Capital Management
Colorado
$331K -$414K -1,853 -56%
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