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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1276
West Branch Capital
Massachusetts
$259K – – –
SFP
1277
Strategic Financial Partners
Oregon
$259K – – –
JEST
1278
JTC Employer Solutions Trustee
Jersey
$258K – – –
SIM
1279
Stratos Investment Management
Ohio
$258K +$1.78K +9 +0.7%
HBT
1280
Hills Bank & Trust
Iowa
$257K – – –
ARA
1281
Alexander Randolph Advisory
Virginia
$257K – – –
RBC
1282
Romano Brothers & Co
Illinois
$257K – – –
CIA
1283
Capital Investment Advisors
Georgia
$257K +$267K +1,344 New
SWM
1284
Sagace Wealth Management
Florida
$256K – – –
SFC
1285
SYM Financial Corp
Indiana
$256K – – –
CCWM
1286
Correct Capital Wealth Management
Missouri
$255K +$397 +2 +0.1%
SFG
1287
Sather Financial Group
Texas
$254K – – –
AAG
1288
Armstrong Advisory Group
Massachusetts
$254K +$63.3K +319 +32%
SI
1289
Seeds Investor
New York
$254K +$264K +1,330 New
PAW
1290
Plan A Wealth
Nebraska
$253K +$263K +1,327 New
RIA
1291
Realta Investment Advisors
Delaware
$253K +$11.9K +60 +5%
FNBTCON
1292
First National Bank & Trust Co of Newtown
Pennsylvania
$251K -$171K -860 -40%
SPP
1293
Single Point Partners
Massachusetts
$248K +$258K +1,299 New
IA
1294
IFC Advisors
California
$248K +$257K +1,297 New
SPWG
1295
Syntegra Private Wealth Group
Missouri
$247K -$3.97K -20 -2%
GBT
1296
Grove Bank & Trust
Florida
$246K – – –
CA
1297
Clune & Associates
Illinois
$245K +$255K +1,286 New
FHA
1298
Flagship Harbor Advisors
Massachusetts
$244K -$4.96K -25 -2%
AWA
1299
Acorn Wealth Advisors
Michigan
$243K +$793 +4 +0.3%
PS
1300
Planned Solutions
California
$242K – – –
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