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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
426
TCV Trust & Wealth Management
Virginia
$370K – – –
BIM
427
Bridges Investment Management
Nebraska
$368K – – –
PA
428
Parkside Advisors
California
$366K -$11.1K -100 -3%
TW
429
Towerpoint Wealth
California
$365K -$53.7K -485 -13%
BS
430
Boenning & Scattergood
Pennsylvania
$363K +$365K +3,292 New
SSB
431
Sandy Spring Bank
Maryland
$362K -$19.9K -180 -5%
MCM
432
Murphy Capital Management
New Jersey
$358K +$45.2K +408 +14%
EAM
433
Evanson Asset Management
California
$353K +$14.1K +127 +4%
FHA
434
First Horizon Advisors
Tennessee
$350K +$124K +1,123 +55%
PFBT
435
Parkside Financial Bank & Trust
Missouri
$346K – – –
SC
436
Scotia Capital
Ontario, Canada
$341K – – –
CCT
437
Country Club Trust
Missouri
$340K -$1.11K -10 -0.3%
TI
438
Truepoint Inc
Ohio
$336K +$300K +2,710 +797%
PWA
439
Peterson Wealth Advisors
Utah
$334K -$12.1K -109 -3%
CA
440
Calton & Associates
Florida
$330K +$50.3K +454 +19%
FDCDDQ
441
Federation des caisses Desjardins du Quebec
Quebec, Canada
$326K -$776 -7 -0.2%
CAM
442
Close Asset Management
United Kingdom
$321K – – –
NAM
443
NTV Asset Management
West Virginia
$321K – – –
JGIA
444
Jackson Grant Investment Advisers
Connecticut
$319K – – –
HPWM
445
Highland Private Wealth Management
Washington
$316K +$318K +2,873 New
BAM
446
Belpointe Asset Management
Nevada
$314K +$316K +2,849 New
WF
447
Welch & Forbes
Massachusetts
$309K – – –
SWM
448
Stockman Wealth Management
Montana
$308K – – –
CTC
449
Central Trust Company
Missouri
$305K -$4.21K -38 -1%
LWM
450
Lenox Wealth Management
Ohio
$304K +$53.6K +484 +21%
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