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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
1301
Peoples Bank (Kansas)
Kansas
$30.4K – – –
CWP
1302
Concord Wealth Partners
Virginia
$29.5K -$34.8K -196 -55%
NIC
1303
Northwest Investment Counselors
Oregon
$29.1K +$27.7K +156 New
CFO
1304
Colony Family Offices
North Carolina
$28.8K – – –
CWM
1305
CarsonAllaria Wealth Management
Illinois
$27.8K +$19.6K +110 +289%
DF
1306
Dunhill Financial
United Kingdom
$26.8K – – –
RTL
1307
Red Tortoise LLC
Georgia
$26.7K +$5.87K +33 +30%
PAM
1308
Palisade Asset Management
Minnesota
$26.3K +$25.1K +141 New
GWM
1309
Grand Wealth Management
Michigan
$24.3K – – –
GWANC
1310
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.5K – – –
VL
1311
Vima LLC
Michigan
$23.5K – – –
TAM
1312
Townsend Asset Management
North Carolina
$23K – – –
VCM
1313
Versant Capital Management
Arizona
$23K – – –
VWWMG
1314
Vermillion & White Wealth Management Group
Pennsylvania
$22.6K +$21.5K +121 New
CPBTD
1315
Central Pacific Bank - Trust Division
Hawaii
$22.5K +$21.5K +121 New
FPF
1316
First Pacific Financial
Washington
$22.2K -$9.24K -52 -30%
FMP
1317
Financial Management Professionals
Texas
$21K +$5.16K +29 +34%
CTA
1318
Colonial Trust Advisors
South Carolina
$20.9K -$3.56K -20 -15%
AWM
1319
Abound Wealth Management
Tennessee
$20.8K – – –
DCM
1320
Davis Capital Management
Florida
$20.8K – – –
FFA
1321
Frazier Financial Advisors
Ohio
$20.7K – – –
CMP
1322
Coston McIsaac & Partners
Maine
$19K – – –
FGA
1323
Fortis Group Advisors
New Jersey
$18.7K -$17.8K -100 -50%
QPBE
1324
Quintet Private Bank (Europe)
Luxembourg
$18.6K -$2.31K -13 -13%
DFC
1325
DB Fitzpatrick & Co
Idaho
$17.7K – – –
51 52
53
54 55