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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1351
Cornerstone National Bank & Trust
Illinois
$60.1K +$57.9K +305 New
PAG
1352
Paladin Advisory Group
Iowa
$59.5K – – –
WPWM
1353
Western Pacific Wealth Management
Illinois
$59.4K – – –
RP
1354
Rice Partnership
Hawaii
$57.6K – – –
CFO
1355
Colony Family Offices
North Carolina
$53.8K +$22.6K +119 +77%
OHWP
1356
Oak Harbor Wealth Partners
North Carolina
$53.4K – – –
WT
1357
Washington Trust
Rhode Island
$52.8K – – –
PCM
1358
Palouse Capital Management
Washington
$51.1K – – –
PP
1359
PrairieView Partners
Minnesota
$51K – – –
KC
1360
Knuff & Co
California
$50.5K – – –
RA
1361
Rise Advisors
New York
$49.7K +$380 +2 +0.8%
JFA
1362
JNBA Financial Advisors
Minnesota
$47.4K – – –
ME
1363
McIlrath & Eck
Washington
$44.4K – – –
IWMA
1364
Ironwood Wealth Management (Arizona)
Arizona
$43.6K – – –
TAM
1365
Tucker Asset Management
Colorado
$42.2K -$48.8K -257 -55%
CP
1366
Castleview Partners
Texas
$42K – – –
CTWM
1367
Cherry Tree Wealth Management
Minnesota
$41.8K – – –
IBOK
1368
Independence Bank of Kentucky
Kentucky
$41.8K – – –
HGA
1369
Hobbs Group Advisors
South Carolina
$39.8K +$38.4K +202 New
DSC
1370
Duncker Streett & Co
Missouri
$39.4K – – –
HT
1371
Headlands Technologies
Illinois
$37.1K +$35.7K +188 New
AA
1372
Addison Advisors
Vermont
$36.7K -$17.7K -93 -33%
CFG
1373
Copley Financial Group
California
$36.5K +$35.1K +185 New
VWA
1374
Valued Wealth Advisors
Utah
$35.3K +$34K +179 New
PWMA
1375
Pension & Wealth Management Advisors
Massachusetts
$35.3K +$190 +1 +0.6%
53 54
55
56 57