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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1151
Correct Capital Wealth Management
Missouri
$249K – – –
AP
1152
Appleton Partners
Massachusetts
$247K -$17.8K -100 -7%
FOFP
1153
Fee-Only Financial Planning
South Carolina
$246K – – –
XF
1154
XML Financial
Maryland
$244K +$178 +1 +0.1%
SPP
1155
Single Point Partners
Massachusetts
$243K – – –
VFPI
1156
Vantage Financial Partners (Illinois)
Illinois
$243K – – –
GSIAS
1157
Garden State Investment Advisory Services
New Jersey
$243K -$4.27K -24 -2%
GBT
1158
Grove Bank & Trust
Florida
$241K +$229K +1,290 New
GM
1159
GeoWealth Management
Illinois
$237K +$225K +1,268 New
PS
1160
Planned Solutions
California
$237K – – –
VCM
1161
Vivaldi Capital Management
Illinois
$236K -$26.8K -151 -11%
FB
1162
Fulton Bank
Pennsylvania
$235K – – –
CCA
1163
Cora Capital Advisors
New Jersey
$235K – – –
SFG
1164
Sage Financial Group
Pennsylvania
$234K +$533 +3 +0.2%
PA
1165
PSI Advisors
Florida
$234K -$8.89K -50 -4%
TCWM
1166
Total Clarity Wealth Management
Illinois
$233K +$221K +1,245 New
GCA
1167
Genesee Capital Advisors
New York
$232K – – –
LSA
1168
Lion Street Advisors
Texas
$232K – – –
HPC
1169
HM Payson & Co
Maine
$231K +$8.53K +48 +4%
MCCP
1170
Mission Creek Capital Partners
California
$229K +$355 +2 +0.2%
ML
1171
McAdam LLC
Pennsylvania
$227K – – –
TI
1172
Trexquant Investment
Connecticut
$226K +$215K +1,209 New
FA
1173
Fiducient Advisors
Illinois
$225K +$214K +1,204 New
SPWG
1174
Syntegra Private Wealth Group
Missouri
$225K +$214K +1,202 New
SIC
1175
Samalin Investment Counsel
New York
$225K -$175K -984 -45%
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