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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1376
Novem Group
New York
$302K +$65.4K +293 +28%
FOR
1377
Family Office Research
Maryland
$301K +$223 +1 +0.1%
GIA
1378
Goodwin Investment Advisory
Georgia
$301K – – –
ZBNA
1379
Zions Bancorporation, National Association
Utah
$299K – – –
TPW
1380
TL Private Wealth
Texas
$298K +$6.03K +27 +2%
RWB
1381
RMR Wealth Builders
New Jersey
$298K +$1.34K +6 +0.5%
AA
1382
Aufman Associates
Pennsylvania
$297K – – –
SIM
1383
Synergy Investment Management
Florida
$297K +$32.6K +146 +13%
LT
1384
Legacy Trust
Michigan
$296K – – –
AAG
1385
Armstrong Advisory Group
Massachusetts
$296K – – –
CWM
1386
Copia Wealth Management
Oregon
$295K -$4.02K -18 -1%
SPP
1387
Single Point Partners
Massachusetts
$295K – – –
CCA
1388
Cottonwood Capital Advisors
Utah
$294K – – –
GBT
1389
Grove Bank & Trust
Florida
$293K – – –
SFC
1390
SYM Financial Corp
Indiana
$292K – – –
SWM
1391
Silverlake Wealth Management
Vermont
$292K -$4.02K -18 -1%
MIA
1392
MMBG Investment Advisors
Florida
$290K – – –
RBC
1393
Romano Brothers & Co
Illinois
$289K – – –
OA
1394
Oasis Advisors
Iowa
$289K +$284K +1,271 New
CAM
1395
Campion Asset Management
Virginia
$288K -$36.4K -163 -11%
CWM
1396
Chesapeake Wealth Management
Virginia
$288K -$9.61K -43 -3%
CCC
1397
Compass Capital Corp
Massachusetts
$288K – – –
BFG
1398
Berger Financial Group
Minnesota
$287K +$21K +94 +8%
PCM
1399
Parsons Capital Management
Rhode Island
$287K +$32.2K +144 +13%
UWPG
1400
Ullmann Wealth Partners Group
Florida
$287K +$282K +1,264 New
54 55
56
57 58