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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
751
Partners in Financial Planning
Virginia
$268K +$267K +1,813 New
FDS
752
Freedom Day Solutions
Texas
$266K -$22.5K -153 -8%
TFGT
753
TS Financial Group (TSFG)
Illinois
$266K +$33.1K +225 +14%
RMCM
754
Reynders McVeigh Capital Management
Massachusetts
$265K – – –
PFM
755
Parsec Financial Management
North Carolina
$262K -$22.1K -150 -8%
WAOTB
756
Wealth Advisors of Tampa Bay
Florida
$259K +$41.7K +283 +19%
FSWA
757
Financial Synergies Wealth Advisors
Texas
$256K +$2.06K +14 +0.8%
CF
758
Centaurus Financial
California
$256K +$85.4K +580 +50%
LC
759
LCNB Corp
Ohio
$254K – – –
LP
760
LGL Partners
Pennsylvania
$254K +$884 +6 +0.3%
WSTAM
761
Wilbanks Smith & Thomas Asset Management
Virginia
$250K -$50.2K -341 -17%
MCM
762
Murphy Capital Management
New Jersey
$250K – – –
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$246K +$147 +1 +0.1%
FCFC
764
First Citizens Financial Corp
Iowa
$245K – – –
ACM
765
Armbruster Capital Management
New York
$244K – – –
WA1
766
Wimmer Associates 1
California
$244K – – –
GWM
767
Greenhouse Wealth Management
Connecticut
$243K +$2.06K +14 +0.9%
RDFA
768
Ritter Daniher Financial Advisory
Ohio
$242K – – –
LSA
769
L & S Advisors
California
$239K -$186K -1,266 -44%
CTFG
770
Capstone Triton Financial Group
Oklahoma
$239K +$1.47K +10 +0.6%
HCIA
771
Hochman Cole Investment Advisors
Illinois
$237K – – –
MWPCG
772
Measured Wealth Private Client Group
New Hampshire
$237K – – –
PAI
773
Pittenger & Anderson Inc
Nebraska
$236K +$9.13K +62 +4%
AP
774
Appleton Partners
Massachusetts
$234K -$5.89K -40 -2%
SFP
775
Strategic Financial Partners
Oregon
$234K +$233K +1,582 New
29 30
31
32 33