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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1226
Annex Advisory Services
Wisconsin
$296K +$201 +1 +0.1%
FWWM
1227
Fiscal Wisdom Wealth Management
Connecticut
$295K +$285K +1,419 New
FCIM
1228
Fairview Capital Investment Management
California
$295K – – –
VCM
1229
Vivaldi Capital Management
Illinois
$295K -$21.5K -107 -7%
KHCM
1230
Kirtland Hills Capital Management
Ohio
$294K – – –
OCPWS
1231
One Charles Private Wealth Services
Massachusetts
$294K – – –
PFBT
1232
Parkside Financial Bank & Trust
Missouri
$292K – – –
GFPC
1233
Global Financial Private Client
Florida
$291K +$6.63K +33 +2%
CFGA
1234
Cambridge Financial Group (Arizona)
Arizona
$291K – – –
BSG
1235
Black Swift Group
Colorado
$289K – – –
LFASL
1236
Lugano Financial Advisors SA (LFA)
Switzerland
$289K – – –
ACS
1237
Archford Capital Strategies
Illinois
$289K +$3.01K +15 +1%
OWA
1238
Octavia Wealth Advisors
Ohio
$287K +$1K +5 +0.4%
IBOK
1239
Independence Bank of Kentucky
Kentucky
$286K – – –
KFA
1240
Kapstone Financial Advisors
Ohio
$284K +$402 +2 +0.1%
PIFP
1241
Partners in Financial Planning
Virginia
$283K +$603 +3 +0.2%
CWM
1242
Chesapeake Wealth Management
Virginia
$282K – – –
FW
1243
Fairway Wealth
Ohio
$281K – – –
WBC
1244
West Branch Capital
Massachusetts
$280K – – –
JEST
1245
JTC Employer Solutions Trustee
Jersey
$279K – – –
BSB
1246
Bangor Savings Bank
Maine
$279K – – –
C1AG
1247
Client 1st Advisory Group
Florida
$278K +$49K +244 +22%
RBC
1248
Romano Brothers & Co
Illinois
$278K – – –
TL
1249
Tradewinds LLC
North Carolina
$278K -$1.7M -8,457 -86%
FHA
1250
Flagship Harbor Advisors
Massachusetts
$277K -$38.8K -193 -13%
48 49
50
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