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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
951
Denver PWM
Colorado
$230K +$769 +5 +0.4%
WSTAM
952
Wilbanks Smith & Thomas Asset Management
Virginia
$230K -$19.4K -126 -8%
PL
953
Parthenon LLC
Kentucky
$229K – – –
FHA
954
Flagship Harbor Advisors
Massachusetts
$229K -$5.38K -35 -2%
FA
955
Fountainhead AM
New Jersey
$227K +$615 +4 +0.3%
LFASL
956
Lugano Financial Advisors SA (LFA)
Switzerland
$226K +$215K +1,400 New
BFP
957
Beacon Financial Planning
Massachusetts
$224K +$769 +5 +0.4%
HBW
958
Hazlett, Burt & Watson
West Virginia
$224K +$14.6K +95 +7%
BC
959
Barrett & Company
Rhode Island
$224K -$218K -1,414 -50%
GKWIM
960
Gerber Kawasaki Wealth & Investment Management
California
$224K +$213K +1,387 New
BWM
961
Baystate Wealth Management
Massachusetts
$222K -$10.6K -69 -5%
EWM
962
Evermay Wealth Management
Virginia
$221K – – –
BFS
963
Bard Financial Services
Connecticut
$221K – – –
BA
964
Ballast Advisors
Minnesota
$221K +$53.8K +350 +34%
HBT
965
Hills Bank & Trust
Iowa
$220K -$3.23K -21 -2%
VPP
966
Vertex Planning Partners
Illinois
$219K – – –
WBC
967
West Branch Capital
Massachusetts
$218K – – –
PWG
968
Portside Wealth Group
Utah
$218K +$208K +1,354 New
NDSI
969
Newman Dignan & Sheerar Inc
Rhode Island
$218K – – –
JEST
970
JTC Employer Solutions Trustee
Jersey
$218K – – –
WMS
971
Wealth Management Solutions
Pennsylvania
$217K -$33.1K -215 -14%
VWM
972
Venturi Wealth Management
Texas
$217K +$207K +1,345 New
PA
973
PSI Advisors
Florida
$217K – – –
TW
974
TrinityPoint Wealth
Connecticut
$216K – – –
FOFP
975
Fee-Only Financial Planning
South Carolina
$215K -$154 -1 -0.1%
37 38
39
40 41