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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
751
Brinker Capital Investments
Pennsylvania
$255K +$262K +1,757 New
FSWA
752
Financial Synergies Wealth Advisors
Texas
$252K – – –
LP
753
LGL Partners
Pennsylvania
$252K +$1.49K +10 +0.6%
CG
754
Caprock Group
Idaho
$252K +$27.6K +185 +12%
ACM
755
Antonetti Capital Management
Florida
$252K +$258K +1,731 New
SW
756
SteelPeak Wealth
California
$250K -$45.3K -304 -15%
LC
757
LCNB Corp
Ohio
$250K – – –
FNC
758
First National Corp
Massachusetts
$250K +$256K +1,716 New
MCM
759
Murphy Capital Management
New Jersey
$247K – – –
WSTAM
760
Wilbanks Smith & Thomas Asset Management
Virginia
$246K – – –
TFGT
761
TS Financial Group (TSFG)
Illinois
$245K -$17.1K -115 -6%
GI
762
Glovista Investments
New Jersey
$244K +$250K +1,676 New
FCFC
763
First Citizens Financial Corp
Iowa
$242K – – –
SHWM
764
Silicon Hills Wealth Management
Texas
$242K +$22.4K +150 +10%
ACM
765
Armbruster Capital Management
New York
$240K – – –
WA1
766
Wimmer Associates 1
California
$240K – – –
GWM
767
Greenhouse Wealth Management
Connecticut
$239K – – –
TWM
768
Titus Wealth Management
California
$239K +$19.4K +130 +9%
RDFA
769
Ritter Daniher Financial Advisory
Ohio
$238K – – –
CMP
770
Courage Miller Partners
Virginia
$238K +$10.3K +69 +4%
AIP
771
Ahrens Investment Partners
Louisiana
$238K +$14.2K +95 +6%
MA
772
MONECO Advisors
Connecticut
$235K +$31.1K +209 +15%
MWPCG
773
Measured Wealth Private Client Group
New Hampshire
$234K – – –
HCIA
774
Hochman Cole Investment Advisors
Illinois
$233K – – –
PAI
775
Pittenger & Anderson Inc
Nebraska
$233K – – –
29 30
31
32 33