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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1151
KRS Capital Management
Michigan
$295K – – –
BFA
1152
Beaumont Financial Advisors
Massachusetts
$295K -$4.94K -26 -2%
PWM
1153
PBMares Wealth Management
Virginia
$293K +$380 +2 +0.1%
BC
1154
Barrett & Company
Rhode Island
$292K +$17.3K +91 +7%
BCG
1155
Breakwater Capital Group
New Jersey
$291K – – –
WCG
1156
Weaver Consulting Group
California
$289K -$3.23K -17 -1%
AA
1157
Aufman Associates
Pennsylvania
$289K +$278K +1,466 New
WQ
1158
Wealth Quarterback
New Jersey
$289K -$570 -3 -0.2%
DIM
1159
Delta Investment Management
California
$289K +$37.6K +198 +16%
MLL
1160
Moody Lynn & Lieberson
Massachusetts
$288K – – –
NP
1161
NorthRock Partners
Minnesota
$287K -$27.5K -145 -9%
LSA
1162
L & S Advisors
California
$286K -$7.41K -39 -3%
DP
1163
Denver PWM
Colorado
$286K +$1.52K +8 +0.6%
FCFC
1164
First Citizens Financial Corp
Iowa
$285K – – –
GSIAS
1165
Garden State Investment Advisory Services
New Jersey
$284K +$25.8K +136 +10%
WFC
1166
Western Financial Corp
California
$283K -$5.51K -29 -2%
SAMT
1167
Select Asset Management & Trust
Pennsylvania
$283K -$13.9K -73 -5%
FCIM
1168
Fairview Capital Investment Management
California
$282K – – –
KHCM
1169
Kirtland Hills Capital Management
Ohio
$281K +$271K +1,426 New
BFP
1170
Beacon Financial Planning
Massachusetts
$281K +$1.52K +8 +0.6%
SFWC
1171
Strategic Family Wealth Counselors
New Jersey
$280K -$98.8K -520 -27%
SEM
1172
Strategic Equity Management
Arizona
$280K +$269K +1,418 New
PFBT
1173
Parkside Financial Bank & Trust
Missouri
$279K -$13.1K -69 -5%
AAS
1174
Annex Advisory Services
Wisconsin
$279K +$268K +1,413 New
CFGA
1175
Cambridge Financial Group (Arizona)
Arizona
$278K – – –
45 46
47
48 49