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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1226
PUREfi Wealth
Massachusetts
$263K +$60.8K +314 +29%
RIA
1227
Realta Investment Advisors
Delaware
$263K +$11.2K +58 +4%
FFS
1228
Fischer Financial Services
Pennsylvania
$262K – – –
BSB
1229
Bangor Savings Bank
Maine
$261K -$5.03K -26 -2%
WC
1230
Waterloo Capital
Texas
$261K +$265K +1,367 New
PIFP
1231
Partners in Financial Planning
Virginia
$260K -$6K -31 -2%
WBC
1232
West Branch Capital
Massachusetts
$258K – – –
WMN
1233
Wealth Management Nebraska
Nebraska
$258K +$262K +1,354 New
JEST
1234
JTC Employer Solutions Trustee
Jersey
$258K – – –
RWM
1235
Rockwood Wealth Management
Pennsylvania
$258K -$65.8K -340 -20%
ARA
1236
Alexander Randolph Advisory
Virginia
$257K – – –
RBC
1237
Romano Brothers & Co
Illinois
$256K +$194 +1 +0.1%
SWM
1238
Sagace Wealth Management
Florida
$256K – – –
SFC
1239
SYM Financial Corp
Indiana
$255K – – –
HBT
1240
Hills Bank & Trust
Iowa
$255K -$1.94K -10 -0.7%
NSG
1241
Nalls Sherbakoff Group
Tennessee
$255K +$259K +1,336 New
CAM
1242
Clark Asset Management
New Hampshire
$254K -$8.32K -43 -3%
CCWM
1243
Correct Capital Wealth Management
Missouri
$254K -$387 -2 -0.1%
AAG
1244
Armstrong Advisory Group
Massachusetts
$254K – – –
SFG
1245
Sather Financial Group
Texas
$254K – – –
GLA
1246
Good Life Advisors
Pennsylvania
$254K -$24.4K -126 -9%
GWM
1247
Greenhouse Wealth Management
Connecticut
$254K -$54.6K -282 -17%
KHCM
1248
Kirtland Hills Capital Management
Ohio
$253K – – –
PAW
1249
Plan A Wealth
Nebraska
$253K – – –
SFP
1250
Strategic Financial Partners
Oregon
$252K -$6.77K -35 -3%
48 49
50
51 52