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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1276
NWF Advisory Services
California
$348K +$5.2K +24 +1%
CAN
1277
Capital Advisor Network
Indiana
$348K +$356K +1,646 New
BONH
1278
Bank of New Hampshire
New Hampshire
$347K – – –
FCB
1279
First County Bank
Connecticut
$347K +$127K +588 +56%
PCM
1280
Permanent Capital Management
Illinois
$347K -$3.68K -17 -1%
RMAM
1281
Raab & Moskowitz Asset Management
New Jersey
$347K -$6.28K -29 -2%
BTWM
1282
Baker Tilly Wealth Management
Wisconsin
$346K -$105K -483 -23%
OCM
1283
One Capital Management
California
$345K – – –
HI
1284
Hyundai Investments
South Korea
$343K -$118K -547 -25%
NL
1285
Navalign LLC
California
$343K -$5.85K -27 -2%
UA
1286
URS Advisory
Florida
$341K +$350K +1,615 New
1WA
1287
180 Wealth Advisors
Washington
$340K +$85.7K +396 +33%
OWA
1288
Octavia Wealth Advisors
Ohio
$340K -$44.2K -204 -11%
FF
1289
Friday Financial
Iowa
$338K – – –
PSIWM
1290
Paradigm Strategies in Wealth Management
Minnesota
$334K – – –
KHCM
1291
Kirtland Hills Capital Management
Ohio
$333K +$19.1K +88 +6%
BF
1292
Brooklyn FI
New York
$332K +$2.38K +11 +0.7%
GI
1293
GAMMA Investing
California
$331K -$44.2K -204 -12%
FA
1294
Fortis Advisors
Pennsylvania
$331K – – –
RIG
1295
RiverFront Investment Group
Virginia
$330K – – –
SWP
1296
Sagespring Wealth Partners
Tennessee
$329K -$99.4K -459 -23%
FF
1297
Francis Financial
$328K -$34K -157 -9%
MG
1298
McHugh Group
Ohio
$328K +$11K +51 +3%
CMP
1299
Courage Miller Partners
Virginia
$327K – – –
IA
1300
Inspire Advisors
Idaho
$326K +$334K +1,543 New
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