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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1301
Cherry Tree Wealth Management
Minnesota
$38.6K – – –
IBOK
1302
Independence Bank of Kentucky
Kentucky
$38.6K – – –
BLC
1303
Brown, Lisle/Cummings
Rhode Island
$38.4K – – –
WIA
1304
Wetzel Investment Advisors
Indiana
$37.2K – – –
DSC
1305
Duncker Streett & Co
Missouri
$36.4K – – –
GLA
1306
Great Lakes Advisors
Illinois
$34.1K +$34.1K +187 New
PWMA
1307
Pension & Wealth Management Advisors
Massachusetts
$32.4K – – –
AW
1308
Avion Wealth
Texas
$32K -$10K -55 -23%
BL
1309
BFSG LLC
California
$31.5K -$31.7K -174 -50%
PBK
1310
Peoples Bank (Kansas)
Kansas
$29.7K – – –
CWM
1311
CarsonAllaria Wealth Management
Illinois
$28.6K +$1.64K +9 +6%
CFO
1312
Colony Family Offices
North Carolina
$28K – – –
DF
1313
Dunhill Financial
United Kingdom
$26.2K +$182 +1 +0.7%
CWP
1314
Concord Wealth Partners
Virginia
$25.5K -$3.28K -18 -11%
GWM
1315
Grand Wealth Management
Michigan
$23.7K – – –
GWANC
1316
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.9K – – –
TAM
1317
Townsend Asset Management
North Carolina
$22.4K – – –
VCM
1318
Versant Capital Management
Arizona
$22.4K – – –
VWWMG
1319
Vermillion & White Wealth Management Group
Pennsylvania
$22K – – –
FMP
1320
Financial Management Professionals
Texas
$21K – – –
CTA
1321
Colonial Trust Advisors
South Carolina
$20.4K – – –
AWM
1322
Abound Wealth Management
Tennessee
$20.3K – – –
DCM
1323
Davis Capital Management
Florida
$20.3K – – –
FFA
1324
Frazier Financial Advisors
Ohio
$20.2K – – –
RTL
1325
Red Tortoise LLC
Georgia
$20K -$6.01K -33 -23%
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