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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
776
Baldwin Wealth Partners
Massachusetts
$326K – – –
KIA
777
KCM Investment Advisors
California
$325K – – –
LS
778
Leelyn Smith
Illinois
$324K – – –
PWP
779
Perfromance Wealth Partners
Illinois
$323K +$313K +2,060 New
AL
780
Aspiriant LLC
California
$319K +$311K +2,044 New
RF
781
Rollins Financial
Georgia
$318K +$309K +2,032 New
ONB
782
Old National Bancorp
Indiana
$314K -$46.4K -305 -13%
JFG
783
JMG Financial Group
Illinois
$314K – – –
BIM
784
Baldwin Investment Management
Pennsylvania
$313K – – –
OC
785
Oarsman Capital
Wisconsin
$311K -$3.5K -23 -1%
PFM
786
Parsec Financial Management
North Carolina
$311K – – –
PSIWM
787
Paradigm Strategies in Wealth Management
Minnesota
$310K -$53.2K -350 -15%
CAG
788
Curtis Advisory Group
California
$308K – – –
MW
789
Marcum Wealth
Ohio
$307K -$4.71K -31 -2%
HNWA
790
Henrickson Nauta Wealth Advisors
Michigan
$304K +$304K +1,999 New
CFAM
791
Center For Asset Management
Florida
$302K -$6.39K -42 -2%
OBWG
792
Onyx Bridge Wealth Group
New York
$302K +$5.02K +33 +2%
ICG
793
InterOcean Capital Group
Tennessee
$301K – – –
PIM
794
Progressive Investment Management
Oregon
$298K – – –
VDI
795
Vaughan David Investments
Illinois
$297K -$1.52K -10 -0.5%
NWMG
796
National Wealth Management Group
Ohio
$297K +$288K +1,896 New
RTS
797
Round Table Services
New Jersey
$296K +$287K +1,889 New
GWM
798
GDS Wealth Management
Texas
$296K +$288K +1,891 New
CTB
799
Country Trust Bank
Illinois
$294K – – –
CFA
800
Carroll Financial Associates
North Carolina
$293K -$325K -2,136 -53%
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