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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
751
Cary Street Partners Investment Advisory
Virginia
$236K -$33.5K -249 -13%
FCFC
752
First Citizens Financial Corp
Iowa
$235K – – –
ACM
753
Armbruster Capital Management
New York
$233K – – –
WA1
754
Wimmer Associates 1
California
$233K – – –
RDFA
755
Ritter Daniher Financial Advisory
Ohio
$232K +$140K +1,040 +173%
GWM
756
Greenhouse Wealth Management
Connecticut
$231K – – –
AP
757
Appleton Partners
Massachusetts
$229K – – –
CTFG
758
Capstone Triton Financial Group
Oklahoma
$227K – – –
MWPCG
759
Measured Wealth Private Client Group
New Hampshire
$227K – – –
JIP
760
Jaffetilchin Investment Partners
Florida
$227K +$217K +1,610 New
HCIA
761
Hochman Cole Investment Advisors
Illinois
$226K – – –
TFGT
762
TS Financial Group (TSFG)
Illinois
$223K -$10.9K -81 -5%
FNC
763
First National Corp
Massachusetts
$223K – – –
HA
764
Hamel Associates
New Jersey
$222K – – –
ECM
765
Evergreen Capital Management
Washington
$221K +$211K +1,567 New
MA
766
MONECO Advisors
Connecticut
$220K +$210K +1,559 New
AWA
767
Acorn Wealth Advisors
Michigan
$219K +$209K +1,551 New
IWS
768
Insight Wealth Strategies
California
$218K -$94.5K -702 -31%
CBN
769
Cadence Bank NA
Texas
$218K +$207K +1,540 New
OCM
770
One Capital Management
California
$218K +$208K +1,545 New
CG
771
Caprock Group
Idaho
$218K +$208K +1,546 New
TWM
772
Tradition Wealth Management
Minnesota
$217K – – –
PAI
773
Pittenger & Anderson Inc
Nebraska
$217K +$123K +912 +146%
RG
774
Retirement Group
California
$213K +$135 +1 +0.1%
TWM
775
Titus Wealth Management
California
$213K +$203K +1,510 New
29 30
31
32 33