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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
1276
Colton Groome Financial Advisors
North Carolina
$336K -$7.54K -36 -2%
PSIWM
1277
Paradigm Strategies in Wealth Management
Minnesota
$335K – – –
IPW
1278
Impact Partnership Wealth
Georgia
$334K +$330K +1,577 New
PGF
1279
Plan Group Financial
Oklahoma
$334K +$70.4K +336 +27%
TFO
1280
Timonier Family Office
North Carolina
$334K – – –
BWM
1281
BCS Wealth Management
Tennessee
$333K +$329K +1,572 New
PCM
1282
Permanent Capital Management
Illinois
$333K +$5.66K +27 +2%
FA
1283
Fortis Advisors
Pennsylvania
$332K +$92K +439 +39%
AWA
1284
Acorn Wealth Advisors
Michigan
$331K -$126K -603 -28%
GIM
1285
Goelzer Investment Management
Indiana
$331K +$92.8K +443 +40%
RIG
1286
RiverFront Investment Group
Virginia
$331K – – –
BF
1287
Brooklyn FI
New York
$331K – – –
SNB
1288
Security National Bank
Nebraska
$331K +$207K +990 +174%
LOWM
1289
Laurel Oak Wealth Management
New Jersey
$330K +$326K +1,554 New
MG
1290
Marex Group
$329K -$56.4K -269 -15%
CMP
1291
Courage Miller Partners
Virginia
$328K – – –
SIAG
1292
Safeguard Investment Advisory Group
California
$325K +$47.4K +226 +17%
AIM
1293
Aspen Investment Management
Michigan
$322K +$318K +1,519 New
MCIA
1294
Mountain Capital Investment Advisors
Colorado
$322K +$36.3K +173 +13%
CJ
1295
Caitlin John
Michigan
$322K – – –
CAMG
1296
CWA Asset Management Group
Florida
$320K +$419 +2 +0.1%
CHC
1297
City Holding Co
West Virginia
$320K +$141K +675 +81%
MG
1298
McHugh Group
Ohio
$319K – – –
BFG
1299
Berger Financial Group
Minnesota
$318K +$315K +1,501 New
SIG
1300
Sargent Investment Group
Maryland
$318K +$315K +1,501 New
50 51
52
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