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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1351
First County Bank
Connecticut
$206K -$37.3K -200 -16%
SWM
1352
Segment Wealth Management
Texas
$206K – – –
WAG
1353
Winthrop Advisory Group
Massachusetts
$206K +$373 +2 +0.2%
VCP
1354
Vista Capital Partners
Oregon
$205K +$195K +1,047 New
HI
1355
Human Investing
Oregon
$204K -$43.6K -234 -18%
AIP
1356
Almanack Investment Partners
Pennsylvania
$204K +$195K +1,045 New
BTIM
1357
BancFirst Trust & Investment Management
Oklahoma
$204K +$196K +1,050 New
TCWM
1358
Total Clarity Wealth Management
Illinois
$204K +$194K +1,044 New
FAI
1359
Fiduciary Advisors Inc
Missouri
$202K +$559 +3 +0.3%
TW
1360
TritonPoint Wealth
Maryland
$202K +$193K +1,034 New
SOAG
1361
Silver Oak Advisory Group
Oregon
$200K +$191K +1,026 New
BOJHT
1362
Bank of Jackson Hole Trust
Wyoming
$199K – – –
IWM
1363
Inlight Wealth Management
Georgia
$199K – – –
MFC
1364
Mechanics Financial Corp
Ohio
$198K – – –
EWP
1365
Elevation Wealth Partners
California
$195K +$931 +5 +0.5%
RPCA
1366
Running Point Capital Advisors
California
$195K – – –
CAM
1367
Creekmur Asset Management
Illinois
$189K -$37.8K -203 -17%
BWL
1368
Bogart Wealth LLC
Virginia
$188K -$182K -979 -50%
AF
1369
Alerus Financial
North Dakota
$186K +$177K +951 New
BCV
1370
Banque Cantonale Vaudoise
Switzerland
$185K +$177K +949 New
CWM
1371
CarsonAllaria Wealth Management
Illinois
$182K +$85.7K +460 +98%
BLC
1372
Brown, Lisle/Cummings
Rhode Island
$178K – – –
BCMLT
1373
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K +$745 +4 +0.4%
CTC
1374
Cetera Trust Company
Minnesota
$167K – – –
PWM
1375
Provident Wealth Management
Tennessee
$166K – – –
53 54
55
56 57