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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1201
Heritage Family Offices
Arizona
$280K +$13.5K +70 +5%
AA
1202
Aufman Associates
Pennsylvania
$279K – – –
TL
1203
Tradewinds LLC
North Carolina
$278K -$3.29K -17 -1%
EWA
1204
Evolution Wealth Advisors
Florida
$278K -$101K -523 -26%
BSG
1205
Black Swift Group
Colorado
$278K +$282K +1,457 New
WCG
1206
Weaver Consulting Group
California
$277K – – –
TWM
1207
Thrive Wealth Management
Pennsylvania
$276K -$1.55M -7,986 -85%
IBOK
1208
Independence Bank of Kentucky
Kentucky
$276K – – –
GIA
1209
Goodwin Investment Advisory
Georgia
$275K -$10.1K -52 -3%
BFP
1210
Beacon Financial Planning
Massachusetts
$274K +$1.16K +6 +0.4%
CHC
1211
City Holding Co
West Virginia
$273K +$9.48K +49 +4%
QP
1212
Quartz Partners
New York
$273K +$968 +5 +0.4%
FCIM
1213
Fairview Capital Investment Management
California
$272K -$2.52K -13 -0.9%
SIM
1214
Stratos Investment Management
Ohio
$271K +$14.5K +75 +6%
PA
1215
Prism Advisors
California
$271K -$16.8M -87,009 -98%
FW
1216
Fairway Wealth
Ohio
$270K -$35.2K -182 -11%
PFBT
1217
Parkside Financial Bank & Trust
Missouri
$270K – – –
BTWM
1218
Baker Tilly Wealth Management
Wisconsin
$270K -$19.9K -103 -7%
BF
1219
Brooklyn FI
New York
$269K – – –
CFGA
1220
Cambridge Financial Group (Arizona)
Arizona
$268K – – –
LFASL
1221
Lugano Financial Advisors SA (LFA)
Switzerland
$267K – – –
CWM
1222
Crowley Wealth Management
Delaware
$266K -$61.9K -320 -19%
RIG
1223
RiverFront Investment Group
Virginia
$265K – – –
ACS
1224
Archford Capital Strategies
Illinois
$264K +$268K +1,384 New
CWM
1225
Chesapeake Wealth Management
Virginia
$263K – – –
47 48
49
50 51