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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1376
Clarity Asset Management
Iowa
$119K -$752K -3,888 -86%
FPB
1377
First PREMIER Bank
South Dakota
$117K – – –
FCMT
1378
Founders Capital Management (Texas)
Texas
$116K – – –
TWM
1379
Topsail Wealth Management
North Carolina
$115K +$117K +604 New
GWS
1380
Greykasell Wealth Strategies
California
$110K +$111K +576 New
SNB
1381
Security National Bank
Nebraska
$108K – – –
BGIM
1382
Brandywine Global Investment Management
Pennsylvania
$107K +$19K +98 +21%
TCM
1383
Tradewinds Capital Management
Washington
$104K – – –
OIA
1384
Optimum Investment Advisors
Illinois
$103K +$17K +88 +20%
FM
1385
Family Management
New York
$101K – – –
MMCM
1386
Murphy & Mullick Capital Management
New York
$99.3K +$32.7K +169 +48%
FDCP
1387
Foster Dykema Cabot & Partners
Massachusetts
$97.6K – – –
ANBT
1388
American National Bank & Trust
Texas
$96.8K +$84.6K +437 +615%
SWA
1389
Serenus Wealth Advisors
California
$95K +$245K +1,267 +1%
BA
1390
Ballast Advisors
Minnesota
$94.7K – – –
FP
1391
Financial Perspectives
Minnesota
$91.7K +$387 +2 +0.4%
SIS
1392
Strategic Investment Solutions
Illinois
$90.9K – – –
SFGP
1393
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$89.9K -$14.3K -74 -14%
CWM
1394
CarsonAllaria Wealth Management
Illinois
$89.5K +$21.7K +112 +31%
W
1395
WealthCollab
Washington
$87.3K – – –
CPG
1396
Cornerstone Planning Group
New Jersey
$86.9K +$64.6K +334 +223%
DJSG
1397
D.J. St. Germain
Massachusetts
$86.7K -$13.2K -68 -13%
PFA
1398
Pillar Financial Advisors
Kentucky
$85.8K – – –
RFG
1399
REAP Financial Group
Texas
$84.6K -$12.2K -63 -12%
IAS
1400
IMA Advisory Services
Colorado
$83.6K +$84.8K +438 New
54 55
56
57 58