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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1301
180 Wealth Advisors
Washington
$250K +$603 +3 +0.2%
IA
1302
IFC Advisors
California
$249K -$17.9K -89 -7%
SIC
1303
Samalin Investment Counsel
New York
$249K -$179K -889 -42%
RIA
1304
Realta Investment Advisors
Delaware
$249K -$13.7K -68 -5%
CASB
1305
Cape Ann Savings Bank
Massachusetts
$248K -$5.02K -25 -2%
SAMT
1306
Select Asset Management & Trust
Pennsylvania
$248K – – –
WF
1307
WoodTrust Financial
Wisconsin
$248K +$242K +1,203 New
IPAM
1308
Investment Partners Asset Management
New Jersey
$248K – – –
WB
1309
Webster Bank
Connecticut
$247K – – –
LLWM
1310
Life Line Wealth Management
California
$246K -$6.43K -32 -3%
HPC
1311
HM Payson & Co
Maine
$246K – – –
PGA
1312
Portland Global Advisors
Maine
$246K – – –
NWA
1313
Navis Wealth Advisors
New York
$245K – – –
LGWM
1314
Litman Gregory Wealth Management
California
$245K – – –
AB
1315
ANB Bank
Colorado
$243K -$21.5K -107 -8%
CFAM
1316
Center For Asset Management
Florida
$243K -$6.63K -33 -3%
TH
1317
TCTC Holdings
Texas
$243K – – –
SI
1318
Seeds Investor
New York
$242K – – –
XF
1319
XML Financial
Maryland
$242K – – –
SFP
1320
Strategic Financial Partners
Oregon
$241K -$30.5K -152 -12%
PAW
1321
Plan A Wealth
Nebraska
$241K – – –
FWM
1322
FSR Wealth Management
Illinois
$240K +$20.5K +102 +10%
BWA
1323
Bestgate Wealth Advisors
Maryland
$239K – – –
PCM
1324
Parsons Capital Management
Rhode Island
$238K +$3.01K +15 +1%
HBT
1325
Hills Bank & Trust
Iowa
$238K -$15.5K -77 -6%
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