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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1401
Octavia Wealth Advisors
Ohio
$287K -$77.5K -347 -22%
HA
1402
Huntleigh Advisors
Missouri
$285K +$2.68K +12 +1%
GCA
1403
Genesee Capital Advisors
New York
$285K +$893 +4 +0.3%
PWS
1404
Proactive Wealth Strategies
Georgia
$285K -$33.7K -151 -11%
BSB
1405
Bangor Savings Bank
Maine
$284K -$11.4K -51 -4%
LFS
1406
Legacy Financial Strategies
Kansas
$284K +$30.4K +136 +12%
VPA
1407
Vernal Point Advisors
California
$284K – – –
TFA
1408
TrustWell Financial Advisors
Florida
$284K – – –
CL
1409
CIM LLC
New York
$282K +$2.68K +12 +1%
HWMG
1410
Hurlow Wealth Management Group
Indiana
$282K – – –
GSIAS
1411
Garden State Investment Advisory Services
New Jersey
$281K – – –
PFG
1412
Putney Financial Group
California
$281K – – –
EI
1413
Ellevest Inc
New York
$280K +$1.12K +5 +0.4%
HFS
1414
Hantz Financial Services
Michigan
$280K +$27.9K +125 +11%
CCA
1415
Cora Capital Advisors
New Jersey
$279K – – –
FPL
1416
Fortress Private Ledger
North Carolina
$278K – – –
CA
1417
Clune & Associates
Illinois
$278K -$15.4K -69 -5%
PCM
1418
Presidio Capital Management
California
$277K +$59.6K +267 +28%
ICM
1419
Islay Capital Management
Texas
$275K +$271K +1,212 New
FG
1420
Fiduciary Group
Georgia
$275K – – –
YIH
1421
Y-Intercept (HK)
Hong Kong
$275K +$270K +1,209 New
WF
1422
WoodTrust Financial
Wisconsin
$273K – – –
IPAM
1423
Investment Partners Asset Management
New Jersey
$272K – – –
CMAI
1424
Capital Management Associates Inc
Minnesota
$271K +$267K +1,195 New
WCFA
1425
Walkner Condon Financial Advisors
Wisconsin
$271K +$267K +1,194 New
55 56
57
58 59