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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
951
Parthenon LLC
Kentucky
$216K – – –
FA
952
Fountainhead AM
New Jersey
$213K +$1.06K +7 +0.5%
PFO
953
Pathstone Family Office
New Jersey
$211K +$210K +1,392 New
HBT
954
Hills Bank & Trust
Iowa
$210K – – –
BFP
955
Beacon Financial Planning
Massachusetts
$210K +$907 +6 +0.4%
PFM
956
Parsec Financial Management
North Carolina
$210K -$4.84K -32 -2%
NGA
957
Naples Global Advisors
Florida
$209K – – –
EWM
958
Evermay Wealth Management
Virginia
$208K +$45.9K +304 +28%
BFS
959
Bard Financial Services
Connecticut
$208K +$207K +1,370 New
DWM
960
Destination Wealth Management
California
$207K +$206K +1,366 New
VPP
961
Vertex Planning Partners
Illinois
$207K -$62.9K -416 -23%
WBC
962
West Branch Capital
Massachusetts
$206K – – –
NDSI
963
Newman Dignan & Sheerar Inc
Rhode Island
$205K +$204K +1,353 New
JEST
964
JTC Employer Solutions Trustee
Jersey
$205K – – –
PA
965
PSI Advisors
Florida
$204K -$22.7K -150 -10%
KFP
966
KMG Fiduciary Partners
Ohio
$204K -$3.39M -22,404 -94%
ACP
967
Aviance Capital Partners
Florida
$203K +$202K +1,340 New
TW
968
TrinityPoint Wealth
Connecticut
$203K +$202K +1,338 New
GA
969
Greenspring Advisors
Maryland
$203K +$202K +1,338 New
FOFP
970
Fee-Only Financial Planning
South Carolina
$202K +$201K +1,333 New
LSA
971
Lion Street Advisors
Texas
$202K -$30.2K -200 -13%
XF
972
XML Financial
Maryland
$202K +$201K +1,330 New
AC
973
AlphaCore Capital
California
$201K +$148K +982 +286%
IWP
974
Icon Wealth Partners
Texas
$201K +$200K +1,323 New
FPCG
975
Fort Pitt Capital Group
Pennsylvania
$201K -$22.7K -150 -10%
37 38
39
40 41