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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
726
Shulman DeMeo Asset Management
New York
$367K – – –
OPA
727
Old Port Advisors
Maine
$366K -$1.42K -10 -0.4%
1CP
728
17 Capital Partners
Arizona
$364K +$30.5K +215 +8%
4WM
729
4J Wealth Management
Virginia
$362K -$7.79K -55 -2%
SWM
730
Stockman Wealth Management
Montana
$360K – – –
TTWM
731
TCV Trust & Wealth Management
Virginia
$360K – – –
ACP
732
Arcus Capital Partners
Georgia
$359K – – –
PWM
733
Perigon Wealth Management
California
$359K – – –
CL
734
CIM LLC
New York
$357K +$352K +2,486 New
BWM
735
Blossom Wealth Management
California
$355K -$9.07K -64 -2%
CW
736
Connectus Wealth
Ohio
$352K -$10.6K -75 -3%
SOS
737
Silver Oak Securities
Tennessee
$351K +$323K +2,280 New
AIS
738
American Investment Services
Massachusetts
$349K -$3.97K -28 -1%
GCA
739
Gradient Capital Advisors
California
$349K – – –
WI
740
Wintrust Investments
Illinois
$348K +$283 +2 +0.1%
CF
741
Centaurus Financial
California
$348K +$36.6K +258 +11%
ST
742
Spinnaker Trust
Maine
$346K – – –
SW
743
SteelPeak Wealth
California
$345K -$182K -1,284 -32%
OC
744
Oarsman Capital
Wisconsin
$345K +$38.3K +270 +11%
LWM
745
Laidlaw Wealth Management
New York
$345K +$151K +1,063 +65%
IA
746
IFG Advisory
Georgia
$345K +$380K +2,684 New
CIAS
747
Capital Investment Advisory Services
North Carolina
$343K -$76.5K -540 -17%
PFBT
748
Parkside Financial Bank & Trust
Missouri
$343K – – –
LWM
749
Liberty Wealth Management
California
$342K -$992 -7 -0.3%
FF
750
Francis Financial
$340K -$12.2K -86 -3%
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30
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