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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1376
Clark Asset Management
New Hampshire
$272K -$10.4K -48 -4%
SFC
1377
SYM Financial Corp
Indiana
$272K – – –
SFG
1378
Sage Financial Group
Pennsylvania
$270K +$650 +3 +0.2%
MIA
1379
MMBG Investment Advisors
Florida
$269K – – –
RBC
1380
Romano Brothers & Co
Illinois
$269K -$16K -74 -5%
SFG
1381
Sather Financial Group
Texas
$268K -$13.9K -64 -5%
PS
1382
Planned Solutions
California
$268K – – –
AFP
1383
Alpha Financial Partners
Kentucky
$266K +$273K +1,262 New
SFM
1384
Signet Financial Management
New Jersey
$266K +$273K +1,260 New
VPA
1385
Vernal Point Advisors
California
$264K – – –
GCA
1386
Genesee Capital Advisors
New York
$264K +$1.08K +5 +0.4%
TFA
1387
TrustWell Financial Advisors
Florida
$264K – – –
HA
1388
Huntleigh Advisors
Missouri
$263K -$87.9K -406 -25%
PWM
1389
Paulson Wealth Management
Illinois
$262K – – –
CPC
1390
Consolidated Planning Corp
Georgia
$262K -$33.8K -156 -11%
HWMG
1391
Hurlow Wealth Management Group
Indiana
$262K – – –
FFA
1392
Founders Financial Alliance
North Carolina
$261K +$39K +180 +17%
GSIAS
1393
Garden State Investment Advisory Services
New Jersey
$261K +$20.4K +94 +8%
PFG
1394
Putney Financial Group
California
$261K – – –
BWP
1395
Balboa Wealth Partners
Arizona
$261K +$8.66K +40 +3%
CL
1396
CIM LLC
New York
$260K +$866 +4 +0.3%
MPW
1397
Magnolia Private Wealth
Pennsylvania
$260K +$267K +1,231 New
EI
1398
Ellevest Inc
New York
$260K +$866 +4 +0.3%
CCA
1399
Cora Capital Advisors
New Jersey
$259K – – –
MTIC
1400
Missouri Trust & Investment Company
Missouri
$259K +$74.9K +346 +39%
54 55
56
57 58