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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1151
PBMares Wealth Management
Virginia
$293K +$380 +2 +0.1%
BC
1152
Barrett & Company
Rhode Island
$292K +$17.3K +91 +7%
BCG
1153
Breakwater Capital Group
New Jersey
$291K – – –
WCG
1154
Weaver Consulting Group
California
$289K -$3.23K -17 -1%
AA
1155
Aufman Associates
Pennsylvania
$289K +$278K +1,466 New
WQ
1156
Wealth Quarterback
New Jersey
$289K -$570 -3 -0.2%
DIM
1157
Delta Investment Management
California
$289K +$37.6K +198 +16%
MLL
1158
Moody Lynn & Lieberson
Massachusetts
$288K – – –
NP
1159
NorthRock Partners
Minnesota
$287K -$27.5K -145 -9%
LSA
1160
L & S Advisors
California
$286K -$7.41K -39 -3%
DP
1161
Denver PWM
Colorado
$286K +$1.52K +8 +0.6%
FCFC
1162
First Citizens Financial Corp
Iowa
$285K – – –
GSIAS
1163
Garden State Investment Advisory Services
New Jersey
$284K +$25.8K +136 +10%
WFC
1164
Western Financial Corp
California
$283K -$5.51K -29 -2%
SAMT
1165
Select Asset Management & Trust
Pennsylvania
$283K -$13.9K -73 -5%
FCIM
1166
Fairview Capital Investment Management
California
$282K – – –
KHCM
1167
Kirtland Hills Capital Management
Ohio
$281K +$271K +1,426 New
BFP
1168
Beacon Financial Planning
Massachusetts
$281K +$1.52K +8 +0.6%
SFWC
1169
Strategic Family Wealth Counselors
New Jersey
$280K -$98.8K -520 -27%
SEM
1170
Strategic Equity Management
Arizona
$280K +$269K +1,418 New
PFBT
1171
Parkside Financial Bank & Trust
Missouri
$279K -$13.1K -69 -5%
AAS
1172
Annex Advisory Services
Wisconsin
$279K +$268K +1,413 New
CFGA
1173
Cambridge Financial Group (Arizona)
Arizona
$278K – – –
TWCA
1174
Two West Capital Advisors
Kansas
$277K -$190 -1 -0.1%
RAS
1175
RPS Advisory Solutions
Kentucky
$276K -$463K -2,440 -64%
45 46
47
48 49