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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1376
TL Private Wealth
Texas
$298K +$6.03K +27 +2%
RWB
1377
RMR Wealth Builders
New Jersey
$298K +$1.34K +6 +0.5%
AA
1378
Aufman Associates
Pennsylvania
$297K – – –
SIM
1379
Synergy Investment Management
Florida
$297K +$32.6K +146 +13%
LT
1380
Legacy Trust
Michigan
$296K – – –
AAG
1381
Armstrong Advisory Group
Massachusetts
$296K – – –
CWM
1382
Copia Wealth Management
Oregon
$295K -$4.02K -18 -1%
SPP
1383
Single Point Partners
Massachusetts
$295K – – –
CCA
1384
Cottonwood Capital Advisors
Utah
$294K – – –
GBT
1385
Grove Bank & Trust
Florida
$293K – – –
SFC
1386
SYM Financial Corp
Indiana
$292K – – –
SWM
1387
Silverlake Wealth Management
Vermont
$292K -$4.02K -18 -1%
MIA
1388
MMBG Investment Advisors
Florida
$290K – – –
RBC
1389
Romano Brothers & Co
Illinois
$289K – – –
OA
1390
Oasis Advisors
Iowa
$289K +$284K +1,271 New
CAM
1391
Campion Asset Management
Virginia
$288K -$36.4K -163 -11%
CWM
1392
Chesapeake Wealth Management
Virginia
$288K -$9.61K -43 -3%
CCC
1393
Compass Capital Corp
Massachusetts
$288K – – –
BFG
1394
Berger Financial Group
Minnesota
$287K +$21K +94 +8%
PCM
1395
Parsons Capital Management
Rhode Island
$287K +$32.2K +144 +13%
UWPG
1396
Ullmann Wealth Partners Group
Florida
$287K +$282K +1,264 New
OWA
1397
Octavia Wealth Advisors
Ohio
$287K -$77.5K -347 -22%
HA
1398
Huntleigh Advisors
Missouri
$285K +$2.68K +12 +1%
GCA
1399
Genesee Capital Advisors
New York
$285K +$893 +4 +0.3%
PWS
1400
Proactive Wealth Strategies
Georgia
$285K -$33.7K -151 -11%
54 55
56
57 58