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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
W
751
WealthStone
Ohio
$239K +$9.69K +72 +4%
CSPIA
752
Cary Street Partners Investment Advisory
Virginia
$236K -$33.5K -249 -13%
FCFC
753
First Citizens Financial Corp
Iowa
$235K – – –
ACM
754
Armbruster Capital Management
New York
$233K – – –
WA1
755
Wimmer Associates 1
California
$233K – – –
RDFA
756
Ritter Daniher Financial Advisory
Ohio
$232K +$140K +1,040 +173%
GWM
757
Greenhouse Wealth Management
Connecticut
$231K – – –
AP
758
Appleton Partners
Massachusetts
$229K – – –
CTFG
759
Capstone Triton Financial Group
Oklahoma
$227K – – –
MWPCG
760
Measured Wealth Private Client Group
New Hampshire
$227K – – –
JIP
761
Jaffetilchin Investment Partners
Florida
$227K +$217K +1,610 New
HCIA
762
Hochman Cole Investment Advisors
Illinois
$226K – – –
TFGT
763
TS Financial Group (TSFG)
Illinois
$223K -$10.9K -81 -5%
FNC
764
First National Corp
Massachusetts
$223K – – –
HA
765
Hamel Associates
New Jersey
$222K – – –
ECM
766
Evergreen Capital Management
Washington
$221K +$211K +1,567 New
MA
767
MONECO Advisors
Connecticut
$220K +$210K +1,559 New
AWA
768
Acorn Wealth Advisors
Michigan
$219K +$209K +1,551 New
IWS
769
Insight Wealth Strategies
California
$218K -$94.5K -702 -31%
CBN
770
Cadence Bank NA
Texas
$218K +$207K +1,540 New
OCM
771
One Capital Management
California
$218K +$208K +1,545 New
CG
772
Caprock Group
Idaho
$218K +$208K +1,546 New
TWM
773
Tradition Wealth Management
Minnesota
$217K – – –
PAI
774
Pittenger & Anderson Inc
Nebraska
$217K +$123K +912 +146%
RG
775
Retirement Group
California
$213K +$135 +1 +0.1%
29 30
31
32 33