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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
$302K – – –
OCPWS
1327
One Charles Private Wealth Services
Massachusetts
$300K – – –
WFC
1328
Western Financial Corp
California
$300K +$7.36K +34 +2%
LWA
1329
Lantern Wealth Advisors
New York
$300K +$61.3K +283 +25%
EFG
1330
Everhart Financial Group
Ohio
$300K +$1.95K +9 +0.6%
PFBT
1331
Parkside Financial Bank & Trust
Missouri
$299K – – –
CFGA
1332
Cambridge Financial Group (Arizona)
Arizona
$297K – – –
BCP
1333
Blue Chip Partners
Michigan
$297K -$44.2K -204 -13%
PWS
1334
Proactive Wealth Strategies
Georgia
$297K +$304K +1,405 New
PPP
1335
Prism Planning Partners
Illinois
$296K +$45.9K +212 +18%
BSG
1336
Black Swift Group
Colorado
$296K – – –
LFASL
1337
Lugano Financial Advisors SA (LFA)
Switzerland
$296K – – –
TWM
1338
Thrive Wealth Management
Pennsylvania
$295K – – –
ACS
1339
Archford Capital Strategies
Illinois
$295K – – –
CGFA
1340
Colton Groome Financial Advisors
North Carolina
$295K -$40.9K -189 -12%
IBOK
1341
Independence Bank of Kentucky
Kentucky
$293K – – –
KFA
1342
Kapstone Financial Advisors
Ohio
$291K +$217 +1 +0.1%
HIP
1343
Harrell Investment Partners
Texas
$291K +$1.08K +5 +0.4%
FIB
1344
First Interstate Bank
Montana
$289K +$296K +1,369 New
FW
1345
Fairway Wealth
Ohio
$288K – – –
PIFP
1346
Partners in Financial Planning
Virginia
$287K -$2.6K -12 -0.9%
SCA
1347
Strathmore Capital Advisors
North Carolina
$287K +$282K +1,301 New
IFA
1348
Interactive Financial Advisors
Illinois
$287K -$16K -74 -5%
EFG
1349
Ethos Financial Group
Pennsylvania
$286K +$298K +1,378 New
WBC
1350
West Branch Capital
Massachusetts
$286K – – –
52 53
54
55 56