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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
951
Pathstone Family Office
New Jersey
$211K +$210K +1,392 New
HBT
952
Hills Bank & Trust
Iowa
$210K – – –
BFP
953
Beacon Financial Planning
Massachusetts
$210K +$907 +6 +0.4%
PFM
954
Parsec Financial Management
North Carolina
$210K -$4.84K -32 -2%
NGA
955
Naples Global Advisors
Florida
$209K – – –
EWM
956
Evermay Wealth Management
Virginia
$208K +$45.9K +304 +28%
BFS
957
Bard Financial Services
Connecticut
$208K +$207K +1,370 New
DWM
958
Destination Wealth Management
California
$207K +$206K +1,366 New
VPP
959
Vertex Planning Partners
Illinois
$207K -$62.9K -416 -23%
WBC
960
West Branch Capital
Massachusetts
$206K – – –
NDSI
961
Newman Dignan & Sheerar Inc
Rhode Island
$205K +$204K +1,353 New
JEST
962
JTC Employer Solutions Trustee
Jersey
$205K – – –
PA
963
PSI Advisors
Florida
$204K -$22.7K -150 -10%
KFP
964
KMG Fiduciary Partners
Ohio
$204K -$3.39M -22,404 -94%
ACP
965
Aviance Capital Partners
Florida
$203K +$202K +1,340 New
TW
966
TrinityPoint Wealth
Connecticut
$203K +$202K +1,338 New
GA
967
Greenspring Advisors
Maryland
$203K +$202K +1,338 New
FOFP
968
Fee-Only Financial Planning
South Carolina
$202K +$201K +1,333 New
LSA
969
Lion Street Advisors
Texas
$202K -$30.2K -200 -13%
XF
970
XML Financial
Maryland
$202K +$201K +1,330 New
AC
971
AlphaCore Capital
California
$201K +$148K +982 +286%
IWP
972
Icon Wealth Partners
Texas
$201K +$200K +1,323 New
FPCG
973
Fort Pitt Capital Group
Pennsylvania
$201K -$22.7K -150 -10%
CP
974
Covenant Partners
Tennessee
$200K – – –
PAI
975
Pittenger & Anderson Inc
Nebraska
$197K -$15.1K -100 -7%
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