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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1326
One Charles Private Wealth Services
Massachusetts
$302K – – –
FHA
1327
Flagship Harbor Advisors
Massachusetts
$301K +$16.1K +77 +6%
PFBT
1328
Parkside Financial Bank & Trust
Missouri
$300K – – –
EFG
1329
Everhart Financial Group
Ohio
$299K +$23.7K +113 +9%
BSG
1330
Black Swift Group
Colorado
$297K – – –
LFASL
1331
Lugano Financial Advisors SA (LFA)
Switzerland
$297K – – –
ACS
1332
Archford Capital Strategies
Illinois
$297K – – –
TWM
1333
Thrive Wealth Management
Pennsylvania
$297K -$31.4K -150 -10%
SEP
1334
Signature Equity Partners
Ohio
$296K +$293K +1,397 New
CPC
1335
Consolidated Planning Corp
Georgia
$296K +$29.6K +141 +11%
C1AG
1336
Client 1st Advisory Group
Florida
$295K +$9.01K +43 +3%
GFPC
1337
Global Financial Private Client
Florida
$295K -$4.61K -22 -2%
WFC
1338
Western Financial Corp
California
$295K +$65.4K +312 +29%
IBOK
1339
Independence Bank of Kentucky
Kentucky
$294K – – –
KFA
1340
Kapstone Financial Advisors
Ohio
$292K +$210 +1 +0.1%
HIP
1341
Harrell Investment Partners
Texas
$291K -$20.1K -96 -7%
PIFP
1342
Partners in Financial Planning
Virginia
$291K +$210 +1 +0.1%
VDC
1343
Van Diest Capital
Iowa
$291K +$287K +1,370 New
CWM
1344
Chesapeake Wealth Management
Virginia
$289K – – –
FW
1345
Fairway Wealth
Ohio
$289K – – –
WBC
1346
West Branch Capital
Massachusetts
$287K – – –
SI
1347
Seeds Investor
New York
$287K +$38.1K +182 +16%
JEST
1348
JTC Employer Solutions Trustee
Jersey
$287K – – –
EWM
1349
Evermay Wealth Management
Virginia
$287K +$7.33K +35 +3%
LLWM
1350
Life Line Wealth Management
California
$286K +$33.5K +160 +13%
52 53
54
55 56