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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1276
Seros Financial
Arizona
$378K – – –
KFG
1277
Kingdom Financial Group
Arizona
$377K -$159K -710 -30%
UCB
1278
United Community Bank
South Carolina
$375K -$4.47K -20 -1%
WA1
1279
Wimmer Associates 1
California
$375K – – –
FSA
1280
Financial Services Advisory
Maryland
$374K -$38K -170 -9%
FCB
1281
First County Bank
Connecticut
$373K – – –
OPF
1282
Old Peak Finance
North Carolina
$372K -$59.9K -268 -14%
BTWM
1283
Baker Tilly Wealth Management
Wisconsin
$372K +$223 +1 +0.1%
CCM
1284
Colorado Capital Management
Colorado
$371K -$122K -545 -25%
SI
1285
Stirlingshire Investments
New York
$371K -$133K -595 -27%
FF
1286
Friday Financial
Iowa
$369K – – –
NL
1287
Navalign LLC
California
$366K -$2.68K -12 -0.7%
UA
1288
URS Advisory
Florida
$366K -$1.12K -5 -0.3%
CIC
1289
Carnegie Investment Counsel
Ohio
$365K -$93.4K -418 -21%
PMG
1290
ProVise Management Group
Florida
$363K -$26.6K -119 -7%
BF
1291
Brooklyn FI
New York
$362K – – –
NAS
1292
NWF Advisory Services
California
$361K -$13.2K -59 -4%
ECM
1293
Evergreen Capital Management
Washington
$359K -$43.8K -196 -11%
PSIWM
1294
Paradigm Strategies in Wealth Management
Minnesota
$359K – – –
FA
1295
Fiducient Advisors
Illinois
$359K -$93.8K -420 -21%
TFO
1296
Timonier Family Office
North Carolina
$357K +$351K +1,573 New
V
1297
VeraBank
Texas
$356K -$31.3K -140 -8%
RMAM
1298
Raab & Moskowitz Asset Management
New Jersey
$353K -$19.4K -87 -5%
FF
1299
Francis Financial
$353K – – –
MG
1300
McHugh Group
Ohio
$353K – – –
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