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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
1326
Fairview Capital Investment Management
California
$303K – – –
KHCM
1327
Kirtland Hills Capital Management
Ohio
$302K – – –
OCPWS
1328
One Charles Private Wealth Services
Massachusetts
$302K – – –
FHA
1329
Flagship Harbor Advisors
Massachusetts
$301K +$16.1K +77 +6%
PFBT
1330
Parkside Financial Bank & Trust
Missouri
$300K – – –
EFG
1331
Everhart Financial Group
Ohio
$299K +$23.7K +113 +9%
BSG
1332
Black Swift Group
Colorado
$297K – – –
LFASL
1333
Lugano Financial Advisors SA (LFA)
Switzerland
$297K – – –
ACS
1334
Archford Capital Strategies
Illinois
$297K – – –
TWM
1335
Thrive Wealth Management
Pennsylvania
$297K -$31.4K -150 -10%
SEP
1336
Signature Equity Partners
Ohio
$296K +$293K +1,397 New
CPC
1337
Consolidated Planning Corp
Georgia
$296K +$29.6K +141 +11%
C1AG
1338
Client 1st Advisory Group
Florida
$295K +$9.01K +43 +3%
GFPC
1339
Global Financial Private Client
Florida
$295K -$4.61K -22 -2%
WFC
1340
Western Financial Corp
California
$295K +$65.4K +312 +29%
IBOK
1341
Independence Bank of Kentucky
Kentucky
$294K – – –
KFA
1342
Kapstone Financial Advisors
Ohio
$292K +$210 +1 +0.1%
HIP
1343
Harrell Investment Partners
Texas
$291K -$20.1K -96 -7%
PIFP
1344
Partners in Financial Planning
Virginia
$291K +$210 +1 +0.1%
VDC
1345
Van Diest Capital
Iowa
$291K +$287K +1,370 New
CWM
1346
Chesapeake Wealth Management
Virginia
$289K – – –
FW
1347
Fairway Wealth
Ohio
$289K – – –
WBC
1348
West Branch Capital
Massachusetts
$287K – – –
SI
1349
Seeds Investor
New York
$287K +$38.1K +182 +16%
JEST
1350
JTC Employer Solutions Trustee
Jersey
$287K – – –
52 53
54
55 56