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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
1176
Lugano Financial Advisors SA (LFA)
Switzerland
$276K – – –
ML
1177
McAdam LLC
Pennsylvania
$275K +$16.9K +89 +7%
PPWM
1178
Perissos Private Wealth Management
Oklahoma
$275K -$951K -5,004 -78%
BHPW
1179
Beverly Hills Private Wealth
California
$274K -$112K -590 -30%
UCB
1180
United Community Bank
South Carolina
$273K -$13.3K -70 -5%
CHC
1181
City Holding Co
West Virginia
$273K – – –
CWM
1182
Chesapeake Wealth Management
Virginia
$272K +$9.5K +50 +4%
BA
1183
Bellwether Advisors
Nebraska
$272K +$23.9K +126 +10%
NIA
1184
NIA Impact Advisors
California
$271K – – –
SWM
1185
Sagace Wealth Management
Florida
$268K – – –
WBC
1186
West Branch Capital
Massachusetts
$267K – – –
SFP
1187
Strategic Financial Partners
Oregon
$267K – – –
JEST
1188
JTC Employer Solutions Trustee
Jersey
$267K – – –
HBT
1189
Hills Bank & Trust
Iowa
$266K – – –
ARA
1190
Alexander Randolph Advisory
Virginia
$266K – – –
RBC
1191
Romano Brothers & Co
Illinois
$265K – – –
MAS
1192
Meeder Advisory Services
Ohio
$265K +$255K +1,342 New
SIM
1193
Stratos Investment Management
Ohio
$264K -$52.2K -275 -17%
SFC
1194
SYM Financial Corp
Indiana
$264K -$10.4K -55 -4%
CCWM
1195
Correct Capital Wealth Management
Missouri
$263K – – –
SWM
1196
Segment Wealth Management
Texas
$263K – – –
SFG
1197
Sather Financial Group
Texas
$263K -$127K -666 -33%
SPWG
1198
Syntegra Private Wealth Group
Missouri
$259K -$760 -4 -0.3%
PL
1199
Parthenon LLC
Kentucky
$257K -$22.2K -117 -8%
FHA
1200
Flagship Harbor Advisors
Massachusetts
$257K -$3.04K -16 -1%
46 47
48
49 50