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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1401
Ellevest Inc
New York
$260K +$866 +4 +0.3%
CCA
1402
Cora Capital Advisors
New Jersey
$259K – – –
MTIC
1403
Missouri Trust & Investment Company
Missouri
$259K +$74.9K +346 +39%
SEP
1404
Signature Equity Partners
Ohio
$259K -$37K -171 -12%
FPL
1405
Fortress Private Ledger
North Carolina
$258K -$5.41K -25 -2%
BCV
1406
Banque Cantonale Vaudoise
Switzerland
$258K – – –
FG
1407
Fiduciary Group
Georgia
$256K – – –
WF
1408
WoodTrust Financial
Wisconsin
$254K – – –
RA
1409
Riverstone Advisors
Texas
$254K +$260K +1,202 New
AWA
1410
Acorn Wealth Advisors
Michigan
$254K -$78.4K -362 -23%
IPAM
1411
Investment Partners Asset Management
New Jersey
$253K – – –
STCOSD
1412
Sageworth Trust Company of South Dakota
South Dakota
$252K – – –
APW
1413
Axim Planning & Wealth
Ohio
$252K +$4.55K +21 +2%
WC
1414
Westwind Capital
New Mexico
$252K +$258K +1,193 New
WB
1415
Webster Bank
Connecticut
$252K – – –
HPC
1416
HM Payson & Co
Maine
$251K – – –
PGA
1417
Portland Global Advisors
Maine
$251K – – –
SB
1418
Simmons Bank
Arkansas
$250K -$34.6K -160 -12%
RFG
1419
REAP Financial Group
Texas
$250K +$11.5K +53 +5%
DBFM
1420
Dickmeyer Boyce Financial Management
Indiana
$249K +$256K +1,181 New
CASB
1421
Cape Ann Savings Bank
Massachusetts
$248K – – –
BWM
1422
Bullock Wealth Management
Indiana
$248K +$169K +781 +200%
DJYG
1423
David J. Yvars Group
Florida
$247K -$29.4K -136 -10%
BFG
1424
Berger Financial Group
Minnesota
$247K -$71.7K -331 -22%
WG
1425
Wellington Group
Indiana
$247K +$253K +1,170 New
55 56
57
58 59