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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1351
Romano Brothers & Co
Illinois
$285K – – –
SB
1352
Simmons Bank
Arkansas
$285K +$22.2K +106 +9%
NSG
1353
Nalls Sherbakoff Group
Tennessee
$285K +$419 +2 +0.1%
SWM
1354
Sagace Wealth Management
Florida
$284K – – –
FOR
1355
Family Office Research
Maryland
$283K -$50.9K -243 -15%
CAM
1356
Clark Asset Management
New Hampshire
$283K – – –
CCWM
1357
Correct Capital Wealth Management
Missouri
$283K – – –
SFG
1358
Sather Financial Group
Texas
$282K – – –
FVWA
1359
Foster Victor Wealth Advisors
South Carolina
$282K +$64.1K +306 +31%
GIA
1360
Goodwin Investment Advisory
Georgia
$281K – – –
LT
1361
Legacy Trust
Michigan
$281K – – –
CCMG
1362
Clark Capital Management Group
Pennsylvania
$280K +$62.2K +297 +29%
ZBNA
1363
Zions Bancorporation, National Association
Utah
$280K – – –
CCA
1364
Cottonwood Capital Advisors
Utah
$278K – – –
RWB
1365
RMR Wealth Builders
New Jersey
$278K +$275K +1,312 New
DJYG
1366
David J. Yvars Group
Florida
$277K +$54.1K +258 +25%
BSB
1367
Bangor Savings Bank
Maine
$277K -$9.43K -45 -3%
AAG
1368
Armstrong Advisory Group
Massachusetts
$276K – – –
SPP
1369
Single Point Partners
Massachusetts
$275K – – –
CI
1370
Cambiar Investors
Colorado
$275K +$47.8K +228 +21%
CA
1371
Clune & Associates
Illinois
$274K +$210 +1 +0.1%
GBT
1372
Grove Bank & Trust
Florida
$274K – – –
SFC
1373
SYM Financial Corp
Indiana
$273K – – –
TPW
1374
TL Private Wealth
Texas
$272K +$1.05K +5 +0.4%
SFG
1375
Sage Financial Group
Pennsylvania
$271K -$2.72K -13 -1%
53 54
55
56 57