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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1251
Greenhouse Wealth Management
Connecticut
$254K -$54.6K -282 -17%
KHCM
1252
Kirtland Hills Capital Management
Ohio
$253K – – –
PAW
1253
Plan A Wealth
Nebraska
$253K – – –
SFP
1254
Strategic Financial Partners
Oregon
$252K -$6.77K -35 -3%
TFP
1255
Tilia Fiduciary Partners
North Carolina
$251K +$255K +1,319 New
ZBNA
1256
Zions Bancorporation, National Association
Utah
$251K +$255K +1,318 New
SAMT
1257
Select Asset Management & Trust
Pennsylvania
$251K -$9.68K -50 -4%
AB
1258
ANB Bank
Colorado
$249K -$14.3K -74 -5%
FHA
1259
Flagship Harbor Advisors
Massachusetts
$248K +$4.84K +25 +2%
AF
1260
Apollon Financial
South Carolina
$248K +$252K +1,302 New
SPP
1261
Single Point Partners
Massachusetts
$248K – – –
IA
1262
IFC Advisors
California
$247K – – –
VC
1263
Veery Capital
Delaware
$247K +$251K +1,295 New
GBT
1264
Grove Bank & Trust
Florida
$246K – – –
SEM
1265
Strategic Equity Management
Arizona
$246K -$25.2K -130 -9%
CA
1266
Clune & Associates
Illinois
$245K +$194 +1 +0.1%
KWS
1267
Keystone Wealth Services
California
$245K +$249K +1,286 New
HI
1268
Human Investing
Oregon
$244K +$42.6K +220 +21%
MIA
1269
MMBG Investment Advisors
Florida
$243K +$247K +1,275 New
SFG
1270
Sage Financial Group
Pennsylvania
$241K +$581 +3 +0.2%
CCA
1271
Cottonwood Capital Advisors
Utah
$241K +$387 +2 +0.2%
PCI
1272
Planning Center Inc
Illinois
$240K +$8.71K +45 +4%
FCB
1273
First County Bank
Connecticut
$239K -$80.3K -415 -25%
HCM
1274
Highview Capital Management
Illinois
$238K +$242K +1,249 New
GCA
1275
Genesee Capital Advisors
New York
$236K – – –
49 50
51
52 53