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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1276
Progressive Investment Management
Oregon
$68.3K – – –
AWM
1277
Avondale Wealth Management
Texas
$65.9K +$13.1K +72 +25%
TCM
1278
TruNorth Capital Management
Michigan
$64.6K +$64.7K +355 New
IWP
1279
IAG Wealth Partners
Wisconsin
$63.7K – – –
HWA
1280
HHM Wealth Advisors
Tennessee
$62.4K -$4.37K -24 -7%
CAS
1281
Coppell Advisory Solutions
Texas
$62.1K +$62.1K +341 New
BBPWM
1282
Blue Bell Private Wealth Management
Pennsylvania
$57.7K – – –
CPG
1283
Cornerstone Planning Group
New Jersey
$56.5K -$36.4K -200 -39%
WPWM
1284
Western Pacific Wealth Management
Illinois
$54.9K – – –
PAG
1285
Paladin Advisory Group
Iowa
$54.7K – – –
RP
1286
Rice Partnership
Hawaii
$53.1K – – –
AA
1287
Addison Advisors
Vermont
$50.8K +$16.9K +93 +50%
OHWP
1288
Oak Harbor Wealth Partners
North Carolina
$49.3K – – –
WT
1289
Washington Trust
Rhode Island
$48.8K – – –
BL
1290
Balentine LLC
Georgia
$47.7K – – –
PCM
1291
Palouse Capital Management
Washington
$47.1K – – –
PP
1292
PrairieView Partners
Minnesota
$47K – – –
KC
1293
Knuff & Co
California
$46.6K – – –
RA
1294
Rise Advisors
New York
$45.6K +$182 +1 +0.4%
IGWM
1295
ICA Group Wealth Management
Colorado
$45.5K -$156K -854 -77%
JFA
1296
JNBA Financial Advisors
Minnesota
$43.7K -$8.56K -47 -16%
RCM
1297
Rain Capital Management
Oregon
$41.4K – – –
ME
1298
McIlrath & Eck
Washington
$41K – – –
IWMA
1299
Ironwood Wealth Management (Arizona)
Arizona
$40.2K -$35.2K -193 -47%
CP
1300
Castleview Partners
Texas
$38.8K +$38.8K +213 New
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