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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Provident Wealth Management
Tennessee
$217K -$16.3K -135 -7%
MCM
727
Murphy Capital Management
New Jersey
$217K +$206K +1,700 New
MOS
728
MGO One Seven
Ohio
$216K +$204K +1,685 New
WJWM
729
Williams Jones Wealth Management
New York
$215K +$203K +1,679 New
FNT
730
First National Trust
Pennsylvania
$214K +$202K +1,671 New
FCFC
731
First Citizens Financial Corp
Iowa
$213K +$201K +1,661 New
TFGT
732
TS Financial Group (TSFG)
Illinois
$212K +$121 +1 +0.1%
RCA
733
Rex Capital Advisors
Rhode Island
$212K +$200K +1,655 New
HIP
734
HUB Investment Partners
Texas
$212K +$228K +1,886 New
SBSB
735
Sullivan, Bruyette, Speros & Blaney
Virginia
$211K -$10K -83 -5%
ACM
736
Armbruster Capital Management
New York
$211K +$200K +1,650 New
WA1
737
Wimmer Associates 1
California
$211K +$200K +1,650 New
GWM
738
Greenhouse Wealth Management
Connecticut
$209K +$197K +1,632 New
AP
739
Appleton Partners
Massachusetts
$208K -$202K -1,667 -51%
W
740
WealthStone
Ohio
$208K +$196K +1,622 New
SWM
741
SVA Wealth Management
Wisconsin
$206K +$194K +1,605 New
CTFG
742
Capstone Triton Financial Group
Oklahoma
$206K +$194K +1,606 New
MWPCG
743
Measured Wealth Private Client Group
New Hampshire
$206K +$194K +1,608 New
GEA
744
Glen Eagle Advisors
New Jersey
$206K +$6.77K +56 +4%
HCIA
745
Hochman Cole Investment Advisors
Illinois
$205K -$28.3K -234 -13%
BFM
746
Boothbay Fund Management
New York
$205K +$194K +1,600 New
DY
747
Dowling & Yahnke
California
$205K +$194K +1,603 New
CFAM
748
Center For Asset Management
Florida
$203K +$192K +1,586 New
HA
749
Hamel Associates
New Jersey
$202K -$79.2K -655 -29%
HWM
750
HighMark Wealth Management
Minnesota
$202K +$191K +1,579 New
28 29
30
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