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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1051
West Branch Capital
Massachusetts
$236K – – –
VWM
1052
Venturi Wealth Management
Texas
$234K – – –
RBC
1053
Romano Brothers & Co
Illinois
$234K -$17.8K -111 -8%
GLA
1054
Good Life Advisors
Pennsylvania
$233K -$24.3K -151 -10%
KOMWMG
1055
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$232K +$1.93K +12 +0.9%
CCWM
1056
Correct Capital Wealth Management
Missouri
$232K +$214K +1,334 New
LSA
1057
Lion Street Advisors
Texas
$232K – – –
GSIAS
1058
Garden State Investment Advisory Services
New Jersey
$231K +$214K +1,330 New
MIM
1059
Macroview Investment Management
Maryland
$231K +$25.4K +158 +14%
FPCG
1060
Fort Pitt Capital Group
Pennsylvania
$230K -$11.6K -72 -5%
RWA
1061
Redhawk Wealth Advisors
Minnesota
$229K -$32.6K -203 -13%
FOFP
1062
Fee-Only Financial Planning
South Carolina
$229K -$2.41K -15 -1%
SWM
1063
Sugarloaf Wealth Management
Georgia
$227K +$161 +1 +0.1%
XF
1064
XML Financial
Maryland
$227K +$161 +1 +0.1%
PA
1065
PSI Advisors
Florida
$226K -$7.07K -44 -3%
VFPI
1066
Vantage Financial Partners (Illinois)
Illinois
$226K +$209K +1,300 New
SPP
1067
Single Point Partners
Massachusetts
$226K – – –
PIFP
1068
Partners in Financial Planning
Virginia
$223K -$91.3K -568 -31%
CI
1069
Cambiar Investors
Colorado
$222K +$205K +1,276 New
FCMT
1070
Founders Capital Management (Texas)
Texas
$220K – – –
PS
1071
Planned Solutions
California
$220K +$204K +1,267 New
CP
1072
Covenant Partners
Tennessee
$219K – – –
FB
1073
Fulton Bank
Pennsylvania
$219K +$202K +1,258 New
CCA
1074
Cora Capital Advisors
New Jersey
$219K +$202K +1,257 New
SFG
1075
Sage Financial Group
Pennsylvania
$217K +$201K +1,248 New
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43
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