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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1226
Baker Tilly Wealth Management
Wisconsin
$276K – – –
CFGA
1227
Cambridge Financial Group (Arizona)
Arizona
$275K – – –
BSG
1228
Black Swift Group
Colorado
$274K -$10.6K -57 -4%
LFASL
1229
Lugano Financial Advisors SA (LFA)
Switzerland
$274K – – –
TWM
1230
Thrive Wealth Management
Pennsylvania
$271K -$11.2K -60 -4%
IBOK
1231
Independence Bank of Kentucky
Kentucky
$271K -$11K -59 -4%
ACS
1232
Archford Capital Strategies
Illinois
$270K – – –
OWA
1233
Octavia Wealth Advisors
Ohio
$270K +$62K +333 +32%
GFPC
1234
Global Financial Private Client
Florida
$269K +$36.9K +198 +17%
KFA
1235
Kapstone Financial Advisors
Ohio
$269K +$256K +1,376 New
PIFP
1236
Partners in Financial Planning
Virginia
$267K +$745 +4 +0.3%
CWM
1237
Chesapeake Wealth Management
Virginia
$267K -$3.17K -17 -1%
FW
1238
Fairway Wealth
Ohio
$266K -$10.4K -56 -4%
XPN
1239
XY Planning Network
Montana
$266K +$254K +1,361 New
WBC
1240
West Branch Capital
Massachusetts
$265K – – –
RWM
1241
Rockwood Wealth Management
Pennsylvania
$264K – – –
JEST
1242
JTC Employer Solutions Trustee
Jersey
$264K – – –
BSB
1243
Bangor Savings Bank
Maine
$264K -$3.35K -18 -1%
ARA
1244
Alexander Randolph Advisory
Virginia
$263K – – –
RBC
1245
Romano Brothers & Co
Illinois
$263K – – –
EWM
1246
Evolution Wealth Management
Florida
$263K +$250K +1,344 New
SWM
1247
Sagace Wealth Management
Florida
$262K – – –
SFC
1248
SYM Financial Corp
Indiana
$262K – – –
NSG
1249
Nalls Sherbakoff Group
Tennessee
$261K +$373 +2 +0.1%
CAM
1250
Clark Asset Management
New Hampshire
$261K – – –
48 49
50
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