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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1301
Duncker Streett & Co
Missouri
$36.4K – – –
GLA
1302
Great Lakes Advisors
Illinois
$34.1K +$34.1K +187 New
PWMA
1303
Pension & Wealth Management Advisors
Massachusetts
$32.4K – – –
AW
1304
Avion Wealth
Texas
$32K -$10K -55 -23%
BL
1305
BFSG LLC
California
$31.5K -$31.7K -174 -50%
PBK
1306
Peoples Bank (Kansas)
Kansas
$29.7K – – –
CWM
1307
CarsonAllaria Wealth Management
Illinois
$28.6K +$1.64K +9 +6%
CFO
1308
Colony Family Offices
North Carolina
$28K – – –
DF
1309
Dunhill Financial
United Kingdom
$26.2K +$182 +1 +0.7%
CWP
1310
Concord Wealth Partners
Virginia
$25.5K -$3.28K -18 -11%
GWM
1311
Grand Wealth Management
Michigan
$23.7K – – –
GWANC
1312
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.9K – – –
TAM
1313
Townsend Asset Management
North Carolina
$22.4K – – –
VCM
1314
Versant Capital Management
Arizona
$22.4K – – –
VWWMG
1315
Vermillion & White Wealth Management Group
Pennsylvania
$22K – – –
FMP
1316
Financial Management Professionals
Texas
$21K – – –
CTA
1317
Colonial Trust Advisors
South Carolina
$20.4K – – –
AWM
1318
Abound Wealth Management
Tennessee
$20.3K – – –
DCM
1319
Davis Capital Management
Florida
$20.3K – – –
FFA
1320
Frazier Financial Advisors
Ohio
$20.2K – – –
RTL
1321
Red Tortoise LLC
Georgia
$20K -$6.01K -33 -23%
RI
1322
Ridgewood Investments
New Jersey
$19.8K +$19.9K +109 New
AWM
1323
Atticus Wealth Management
Florida
$18.9K -$81.4K -447 -81%
QPBE
1324
Quintet Private Bank (Europe)
Luxembourg
$18.2K – – –
FGA
1325
Fortis Group Advisors
New Jersey
$18.2K – – –
51 52
53
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