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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
976
Hills Bank & Trust
Iowa
$210K -$162 -1 -0.1%
VPP
977
Vertex Planning Partners
Illinois
$209K – – –
WBC
978
West Branch Capital
Massachusetts
$208K – – –
JEST
979
JTC Employer Solutions Trustee
Jersey
$208K – – –
WMS
980
Wealth Management Solutions
Pennsylvania
$207K – – –
VWM
981
Venturi Wealth Management
Texas
$207K – – –
PA
982
PSI Advisors
Florida
$207K – – –
BBWP
983
Beacon Bridge Wealth Partners
Pennsylvania
$206K +$6.79K +42 +3%
TW
984
TrinityPoint Wealth
Connecticut
$206K – – –
D
985
Dentgroup
Louisiana
$205K +$216K +1,334 New
FA
986
Fiducient Advisors
Illinois
$205K +$214K +1,324 New
LSA
987
Lion Street Advisors
Texas
$205K -$32.3K -200 -13%
FOFP
988
Fee-Only Financial Planning
South Carolina
$205K – – –
DWM
989
Dakota Wealth Management
Florida
$204K +$215K +1,329 New
KOMWMG
990
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$204K – – –
SPP
991
Single Point Partners
Massachusetts
$201K +$210K +1,299 New
SWM
992
Sugarloaf Wealth Management
Georgia
$201K +$1.62K +10 +0.8%
XF
993
XML Financial
Maryland
$200K -$4.53K -28 -2%
RF
994
RHS Financial
California
$200K – – –
FCMT
995
Founders Capital Management (Texas)
Texas
$195K – – –
CHA
996
Carmichael Hill & Associates
Maryland
$195K -$4.85K -30 -2%
CP
997
Covenant Partners
Tennessee
$194K -$9.05K -56 -4%
BA
998
Ballast Advisors
Minnesota
$192K -$19.7K -122 -9%
NRC
999
New Republic Capital
North Carolina
$188K -$116K -716 -37%
HPC
1000
HM Payson & Co
Maine
$183K – – –
38 39
40
41 42