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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
1376
Silver Oak Advisory Group
Oregon
$211K – – –
NG
1377
Novem Group
New York
$211K +$205K +1,020 New
ACP
1378
Aviance Capital Partners
Florida
$211K -$18.1K -90 -8%
BOJHT
1379
Bank of Jackson Hole Trust
Wyoming
$210K – – –
FIM
1380
Freedom Investment Management
Connecticut
$209K -$932K -4,641 -82%
CA
1381
Crumly & Associates
Illinois
$208K +$203K +1,009 New
WAG
1382
Wiser Advisor Group
Arizona
$208K +$203K +1,009 New
EWP
1383
Elevation Wealth Partners
California
$207K +$803 +4 +0.4%
SIC
1384
Shoker Investment Counsel
Ohio
$207K +$201K +1,001 New
FVWA
1385
Foster Victor Wealth Advisors
South Carolina
$207K +$200K +994 New
PP
1386
Patten & Patten
Tennessee
$207K -$33.7K -168 -14%
MFC
1387
Mechanics Financial Corp
Ohio
$206K -$3.01K -15 -1%
RPCA
1388
Running Point Capital Advisors
California
$206K – – –
BMC
1389
Benin Management Corp
Connecticut
$204K +$199K +990 New
PPC
1390
Pennington Partners & Co
Maryland
$204K +$199K +990 New
WC
1391
Waterloo Capital
Texas
$204K +$198K +988 New
RP
1392
Riverwater Partners
Wisconsin
$204K +$198K +988 New
RMDI
1393
R.M. Davis Inc
Maine
$203K +$197K +982 New
LF
1394
LifeSteps Financial
California
$203K +$197K +982 New
BWFA
1395
Baltimore-Washington Financial Advisors
Maryland
$202K +$197K +980 New
PA
1396
Perennial Advisors
New York
$202K +$197K +979 New
ZIM
1397
Zacks Investment Management
Illinois
$202K +$196K +978 New
DWM
1398
Dakota Wealth Management
Florida
$202K -$201K -999 -51%
OWA
1399
Oak Wealth Advisors
Illinois
$201K +$195K +972 New
WQ
1400
Wealth Quarterback
New Jersey
$200K +$195K +969 New
54 55
56
57 58