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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1351
Colony Family Offices
North Carolina
$53.8K +$22.6K +119 +77%
OHWP
1352
Oak Harbor Wealth Partners
North Carolina
$53.4K – – –
WT
1353
Washington Trust
Rhode Island
$52.8K – – –
PCM
1354
Palouse Capital Management
Washington
$51.1K – – –
PP
1355
PrairieView Partners
Minnesota
$51K – – –
KC
1356
Knuff & Co
California
$50.5K – – –
RA
1357
Rise Advisors
New York
$49.7K +$380 +2 +0.8%
JFA
1358
JNBA Financial Advisors
Minnesota
$47.4K – – –
ME
1359
McIlrath & Eck
Washington
$44.4K – – –
IWMA
1360
Ironwood Wealth Management (Arizona)
Arizona
$43.6K – – –
TAM
1361
Tucker Asset Management
Colorado
$42.2K -$48.8K -257 -55%
CP
1362
Castleview Partners
Texas
$42K – – –
CTWM
1363
Cherry Tree Wealth Management
Minnesota
$41.8K – – –
IBOK
1364
Independence Bank of Kentucky
Kentucky
$41.8K – – –
HGA
1365
Hobbs Group Advisors
South Carolina
$39.8K +$38.4K +202 New
DSC
1366
Duncker Streett & Co
Missouri
$39.4K – – –
HT
1367
Headlands Technologies
Illinois
$37.1K +$35.7K +188 New
AA
1368
Addison Advisors
Vermont
$36.7K -$17.7K -93 -33%
CFG
1369
Copley Financial Group
California
$36.5K +$35.1K +185 New
VWA
1370
Valued Wealth Advisors
Utah
$35.3K +$34K +179 New
PWMA
1371
Pension & Wealth Management Advisors
Massachusetts
$35.3K +$190 +1 +0.6%
AW
1372
Avion Wealth
Texas
$35K +$190 +1 +0.6%
FAM
1373
Flaharty Asset Management
Florida
$34.3K +$33.1K +174 New
CWM
1374
CarsonAllaria Wealth Management
Illinois
$32.2K +$1.14K +6 +4%
PBK
1375
Peoples Bank (Kansas)
Kansas
$32.1K – – –
53 54
55
56 57