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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
1251
Garden State Investment Advisory Services
New Jersey
$275K – – –
FCIM
1252
Fairview Capital Investment Management
California
$275K +$2.58K +13 +0.9%
BFP
1253
Beacon Financial Planning
Massachusetts
$274K +$1.59K +8 +0.6%
FCFC
1254
First Citizens Financial Corp
Iowa
$273K -$2.98K -15 -1%
AAS
1255
Annex Advisory Services
Wisconsin
$273K +$3.57K +18 +1%
ML
1256
McAdam LLC
Pennsylvania
$272K +$5.95K +30 +2%
KHCM
1257
Kirtland Hills Capital Management
Ohio
$272K – – –
DIM
1258
Delta Investment Management
California
$272K -$7.54K -38 -3%
QP
1259
Quartz Partners
New York
$272K -$25.2K -127 -8%
PPWM
1260
Perissos Private Wealth Management
Oklahoma
$271K +$5.16K +26 +2%
SEM
1261
Strategic Equity Management
Arizona
$271K +$198 +1 +0.1%
PFBT
1262
Parkside Financial Bank & Trust
Missouri
$270K – – –
BF
1263
Brooklyn FI
New York
$270K +$280K +1,412 New
CFGA
1264
Cambridge Financial Group (Arizona)
Arizona
$269K – – –
PA
1265
PSI Advisors
Florida
$268K +$30.3K +153 +12%
HFO
1266
Heritage Family Offices
Arizona
$267K +$52.6K +265 +23%
LFASL
1267
Lugano Financial Advisors SA (LFA)
Switzerland
$267K – – –
PIFP
1268
Partners in Financial Planning
Virginia
$267K -$69K -348 -20%
BSB
1269
Bangor Savings Bank
Maine
$266K -$50.4K -254 -15%
RIG
1270
RiverFront Investment Group
Virginia
$265K +$60.3K +304 +28%
CHC
1271
City Holding Co
West Virginia
$264K – – –
CWM
1272
Chesapeake Wealth Management
Virginia
$264K – – –
AB
1273
ANB Bank
Colorado
$263K +$274K +1,379 New
CAM
1274
Clark Asset Management
New Hampshire
$263K +$273K +1,377 New
FFS
1275
Fischer Financial Services
Pennsylvania
$262K +$273K +1,375 New
49 50
51
52 53