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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1176
Rise Advisors
New York
$43.1K +$321 +2 +0.8%
HWA
1177
HHM Wealth Advisors
Tennessee
$43K – – –
JWM
1178
Janiczek Wealth Management
Colorado
$42.8K – – –
SA
1179
Scarborough Advisors
Maryland
$42.3K +$39.1K +243 New
AW
1180
Avion Wealth
Texas
$41K +$321 +2 +0.9%
ME
1181
McIlrath & Eck
Washington
$39.1K – – –
RCM
1182
Rain Capital Management
Oregon
$38.9K +$321 +2 +0.9%
IWMA
1183
Ironwood Wealth Management (Arizona)
Arizona
$38.4K -$3.54K -22 -9%
FWM
1184
Focused Wealth Management
New York
$37K – – –
CTWM
1185
Cherry Tree Wealth Management
Minnesota
$36.9K – – –
IBOK
1186
Independence Bank of Kentucky
Kentucky
$36.9K – – –
BLC
1187
Brown, Lisle/Cummings
Rhode Island
$36.7K – – –
VAG
1188
VisionPoint Advisory Group
Texas
$35.6K +$32.9K +205 New
WIA
1189
Wetzel Investment Advisors
Indiana
$35K +$32K +199 New
DSC
1190
Duncker Streett & Co
Missouri
$34.8K – – –
FGA
1191
Fortis Group Advisors
New Jersey
$34.8K +$16.1K +100 +100%
SIS
1192
Sound Income Strategies
Florida
$34.8K +$32.1K +200 New
CFD
1193
Creative Financial Designs
Indiana
$34.1K -$52.9K -329 -63%
AA
1194
Addison Advisors
Vermont
$32.3K -$6.59K -41 -18%
FPF
1195
First Pacific Financial
Washington
$29.7K +$27.5K +171 New
OC
1196
Oakworth Capital
Alabama
$29.2K – – –
PBK
1197
Peoples Bank (Kansas)
Kansas
$28.3K – – –
CIA
1198
Cape Investment Advisory
Georgia
$27.6K -$21.9K -136 -46%
VL
1199
Vima LLC
Michigan
$27K +$24.9K +155 New
CFO
1200
Colony Family Offices
North Carolina
$26.8K -$3.38K -21 -12%
46 47
48
49 50