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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1276
Williams Jones Wealth Management
New York
$379K +$42.2K +189 +13%
AIS
1277
American Investment Services
Massachusetts
$378K – – –
PCM
1278
Permanent Capital Management
Illinois
$378K +$25.7K +115 +7%
SF
1279
Seros Financial
Arizona
$378K – – –
KFG
1280
Kingdom Financial Group
Arizona
$377K -$159K -710 -30%
UCB
1281
United Community Bank
South Carolina
$375K -$4.47K -20 -1%
WA1
1282
Wimmer Associates 1
California
$375K – – –
FSA
1283
Financial Services Advisory
Maryland
$374K -$38K -170 -9%
FCB
1284
First County Bank
Connecticut
$373K – – –
OPF
1285
Old Peak Finance
North Carolina
$372K -$59.9K -268 -14%
BTWM
1286
Baker Tilly Wealth Management
Wisconsin
$372K +$223 +1 +0.1%
CCM
1287
Colorado Capital Management
Colorado
$371K -$122K -545 -25%
SI
1288
Stirlingshire Investments
New York
$371K -$133K -595 -27%
FF
1289
Friday Financial
Iowa
$369K – – –
NL
1290
Navalign LLC
California
$366K -$2.68K -12 -0.7%
UA
1291
URS Advisory
Florida
$366K -$1.12K -5 -0.3%
CIC
1292
Carnegie Investment Counsel
Ohio
$365K -$93.4K -418 -21%
PMG
1293
ProVise Management Group
Florida
$363K -$26.6K -119 -7%
BF
1294
Brooklyn FI
New York
$362K – – –
NAS
1295
NWF Advisory Services
California
$361K -$13.2K -59 -4%
ECM
1296
Evergreen Capital Management
Washington
$359K -$43.8K -196 -11%
PSIWM
1297
Paradigm Strategies in Wealth Management
Minnesota
$359K – – –
FA
1298
Fiducient Advisors
Illinois
$359K -$93.8K -420 -21%
TFO
1299
Timonier Family Office
North Carolina
$357K +$351K +1,573 New
V
1300
VeraBank
Texas
$356K -$31.3K -140 -8%
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