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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1126
PBMares Wealth Management
Virginia
$276K +$355 +2 +0.1%
BKA
1127
Brick & Kyle Associates
Pennsylvania
$276K +$267K +1,501 New
OCM
1128
One Capital Management
California
$276K -$14.2K -80 -5%
BCG
1129
Breakwater Capital Group
New Jersey
$276K – – –
LSIA
1130
LaSalle St. Investment Advisors
Illinois
$273K +$55.3K +311 +25%
MLL
1131
Moody Lynn & Lieberson
Massachusetts
$273K -$31.1K -175 -11%
FCFC
1132
First Citizens Financial Corp
Iowa
$270K – – –
MIM
1133
Macroview Investment Management
Maryland
$270K +$20.4K +115 +9%
VWM
1134
Valley Wealth Managers
New Jersey
$268K +$72.7K +409 +40%
FCIM
1135
Fairview Capital Investment Management
California
$267K -$8K -45 -3%
PL
1136
Parthenon LLC
Kentucky
$266K – – –
WQ
1137
Wealth Quarterback
New Jersey
$265K +$533 +3 +0.2%
EWA
1138
Evolution Wealth Advisors
Florida
$264K – – –
BFP
1139
Beacon Financial Planning
Massachusetts
$264K +$1.24K +7 +0.5%
CFGA
1140
Cambridge Financial Group (Arizona)
Arizona
$263K – – –
LFASL
1141
Lugano Financial Advisors SA (LFA)
Switzerland
$262K +$249K +1,400 New
GLA
1142
Good Life Advisors
Pennsylvania
$261K +$10.3K +58 +4%
BC
1143
Barrett & Company
Rhode Island
$260K – – –
CWM
1144
Chesapeake Wealth Management
Virginia
$259K -$13K -73 -5%
CT
1145
Cambridge Trust
Massachusetts
$259K -$224K -1,263 -48%
NWA
1146
Navis Wealth Advisors
New York
$257K -$24.4K -137 -9%
HBT
1147
Hills Bank & Trust
Iowa
$255K – – –
SFP
1148
Strategic Financial Partners
Oregon
$253K -$27.7K -156 -10%
WBC
1149
West Branch Capital
Massachusetts
$253K – – –
JEST
1150
JTC Employer Solutions Trustee
Jersey
$252K – – –
44 45
46
47 48