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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
QP
1226
Quartz Partners
New York
$277K -$1.86K -10 -0.7%
GAA
1227
Global Assets Advisory
Florida
$277K +$261K +1,403 New
PFBT
1228
Parkside Financial Bank & Trust
Missouri
$277K – – –
BTWM
1229
Baker Tilly Wealth Management
Wisconsin
$276K – – –
CFGA
1230
Cambridge Financial Group (Arizona)
Arizona
$275K – – –
BSG
1231
Black Swift Group
Colorado
$274K -$10.6K -57 -4%
LFASL
1232
Lugano Financial Advisors SA (LFA)
Switzerland
$274K – – –
TWM
1233
Thrive Wealth Management
Pennsylvania
$271K -$11.2K -60 -4%
IBOK
1234
Independence Bank of Kentucky
Kentucky
$271K -$11K -59 -4%
ACS
1235
Archford Capital Strategies
Illinois
$270K – – –
OWA
1236
Octavia Wealth Advisors
Ohio
$270K +$62K +333 +32%
GFPC
1237
Global Financial Private Client
Florida
$269K +$36.9K +198 +17%
KFA
1238
Kapstone Financial Advisors
Ohio
$269K +$256K +1,376 New
PIFP
1239
Partners in Financial Planning
Virginia
$267K +$745 +4 +0.3%
CWM
1240
Chesapeake Wealth Management
Virginia
$267K -$3.17K -17 -1%
FW
1241
Fairway Wealth
Ohio
$266K -$10.4K -56 -4%
XPN
1242
XY Planning Network
Montana
$266K +$254K +1,361 New
WBC
1243
West Branch Capital
Massachusetts
$265K – – –
RWM
1244
Rockwood Wealth Management
Pennsylvania
$264K – – –
JEST
1245
JTC Employer Solutions Trustee
Jersey
$264K – – –
BSB
1246
Bangor Savings Bank
Maine
$264K -$3.35K -18 -1%
ARA
1247
Alexander Randolph Advisory
Virginia
$263K – – –
RBC
1248
Romano Brothers & Co
Illinois
$263K – – –
EWM
1249
Evolution Wealth Management
Florida
$263K +$250K +1,344 New
SWM
1250
Sagace Wealth Management
Florida
$262K – – –
48 49
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