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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIM
1326
BancFirst Trust & Investment Management
Oklahoma
$331K -$167K -748 -34%
LWA
1327
Lantern Wealth Advisors
New York
$329K +$6.48K +29 +2%
DM
1328
Diversified Management
Wisconsin
$328K +$80.4K +360 +33%
AP
1329
Appleton Partners
Massachusetts
$327K – – –
BC
1330
BDFS Capital
Delaware
$326K -$832K -3,724 -72%
BWP
1331
Baldwin Wealth Partners
Massachusetts
$326K – – –
TC
1332
Town Capital
Maryland
$326K -$328K -1,467 -51%
MCM
1333
Manchester Capital Management
Vermont
$325K -$58.1K -260 -15%
SFWA
1334
Summit Financial Wealth Advisors
Louisiana
$325K – – –
FCIM
1335
Fairview Capital Investment Management
California
$324K – – –
CAN
1336
Capital Advisor Network
Indiana
$322K -$50.9K -228 -14%
AFP
1337
Alpha Financial Partners
Kentucky
$322K +$34.6K +155 +12%
EWA
1338
Evolution Wealth Advisors
Florida
$321K -$10.3K -46 -3%
KCM
1339
Kendall Capital Management
Maryland
$321K -$7.37K -33 -2%
SCA
1340
Strathmore Capital Advisors
North Carolina
$320K +$19.9K +89 +7%
BCP
1341
Blue Chip Partners
Michigan
$320K +$447 +2 +0.1%
CFGA
1342
Cambridge Financial Group (Arizona)
Arizona
$320K – – –
EFG
1343
Everhart Financial Group
Ohio
$320K -$2.46K -11 -0.8%
GFPC
1344
Global Financial Private Client
Florida
$319K -$115K -516 -27%
BSG
1345
Black Swift Group
Colorado
$318K – – –
LFASL
1346
Lugano Financial Advisors SA (LFA)
Switzerland
$318K – – –
ACS
1347
Archford Capital Strategies
Illinois
$318K – – –
SFG
1348
Sage Financial Group
Pennsylvania
$317K +$26.4K +118 +9%
SFP
1349
Strategic Financial Partners
Oregon
$317K +$312K +1,396 New
CGFA
1350
Colton Groome Financial Advisors
North Carolina
$317K – – –
52 53
54
55 56