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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1401
Bangor Savings Bank
Maine
$284K -$11.4K -51 -4%
LFS
1402
Legacy Financial Strategies
Kansas
$284K +$30.4K +136 +12%
VPA
1403
Vernal Point Advisors
California
$284K – – –
TFA
1404
TrustWell Financial Advisors
Florida
$284K – – –
CL
1405
CIM LLC
New York
$282K +$2.68K +12 +1%
HWMG
1406
Hurlow Wealth Management Group
Indiana
$282K – – –
GSIAS
1407
Garden State Investment Advisory Services
New Jersey
$281K – – –
PFG
1408
Putney Financial Group
California
$281K – – –
EI
1409
Ellevest Inc
New York
$280K +$1.12K +5 +0.4%
HFS
1410
Hantz Financial Services
Michigan
$280K +$27.9K +125 +11%
CCA
1411
Cora Capital Advisors
New Jersey
$279K – – –
FPL
1412
Fortress Private Ledger
North Carolina
$278K – – –
CA
1413
Clune & Associates
Illinois
$278K -$15.4K -69 -5%
PCM
1414
Presidio Capital Management
California
$277K +$59.6K +267 +28%
ICM
1415
Islay Capital Management
Texas
$275K +$271K +1,212 New
FG
1416
Fiduciary Group
Georgia
$275K – – –
YIH
1417
Y-Intercept (HK)
Hong Kong
$275K +$270K +1,209 New
WF
1418
WoodTrust Financial
Wisconsin
$273K – – –
IPAM
1419
Investment Partners Asset Management
New Jersey
$272K – – –
CMAI
1420
Capital Management Associates Inc
Minnesota
$271K +$267K +1,195 New
WCFA
1421
Walkner Condon Financial Advisors
Wisconsin
$271K +$267K +1,194 New
STCOSD
1422
Sageworth Trust Company of South Dakota
South Dakota
$271K – – –
WB
1423
Webster Bank
Connecticut
$271K – – –
HPC
1424
HM Payson & Co
Maine
$270K – – –
BWP
1425
Balboa Wealth Partners
Arizona
$270K -$10.1K -45 -4%
55 56
57
58 59