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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1201
Barrett & Company
Rhode Island
$282K – – –
ACA
1202
Ascension Capital Advisors
Texas
$281K -$8.28M -42,789 -97%
BCG
1203
Breakwater Capital Group
New Jersey
$281K – – –
LG
1204
LaFleur & Godfrey
Michigan
$281K -$7.93K -41 -3%
HFO
1205
Heritage Family Offices
Arizona
$280K +$13.5K +70 +5%
AA
1206
Aufman Associates
Pennsylvania
$279K – – –
TL
1207
Tradewinds LLC
North Carolina
$278K -$3.29K -17 -1%
EWA
1208
Evolution Wealth Advisors
Florida
$278K -$101K -523 -26%
BSG
1209
Black Swift Group
Colorado
$278K +$282K +1,457 New
WCG
1210
Weaver Consulting Group
California
$277K – – –
TWM
1211
Thrive Wealth Management
Pennsylvania
$276K -$1.55M -7,986 -85%
IBOK
1212
Independence Bank of Kentucky
Kentucky
$276K – – –
GIA
1213
Goodwin Investment Advisory
Georgia
$275K -$10.1K -52 -3%
BFP
1214
Beacon Financial Planning
Massachusetts
$274K +$1.16K +6 +0.4%
CHC
1215
City Holding Co
West Virginia
$273K +$9.48K +49 +4%
QP
1216
Quartz Partners
New York
$273K +$968 +5 +0.4%
FCIM
1217
Fairview Capital Investment Management
California
$272K -$2.52K -13 -0.9%
SIM
1218
Stratos Investment Management
Ohio
$271K +$14.5K +75 +6%
PA
1219
Prism Advisors
California
$271K -$16.8M -87,009 -98%
FW
1220
Fairway Wealth
Ohio
$270K -$35.2K -182 -11%
PFBT
1221
Parkside Financial Bank & Trust
Missouri
$270K – – –
BTWM
1222
Baker Tilly Wealth Management
Wisconsin
$270K -$19.9K -103 -7%
BF
1223
Brooklyn FI
New York
$269K – – –
CFGA
1224
Cambridge Financial Group (Arizona)
Arizona
$268K – – –
LFASL
1225
Lugano Financial Advisors SA (LFA)
Switzerland
$267K – – –
47 48
49
50 51