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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FLP
1376
Financial Life Planners
Arizona
$124K +$387 +2 +0.3%
BDPWM
1377
Barnes Dennig Private Wealth Management
Ohio
$123K +$125K +645 New
MWM
1378
Mascoma Wealth Management
New Hampshire
$122K – – –
RF
1379
Rossby Financial
Florida
$121K +$129K +666 New
CT
1380
Caldwell Trust
Florida
$120K +$36.4K +188 +43%
CAM
1381
Clarity Asset Management
Iowa
$119K -$752K -3,888 -86%
FPB
1382
First PREMIER Bank
South Dakota
$117K – – –
FCMT
1383
Founders Capital Management (Texas)
Texas
$116K – – –
TWM
1384
Topsail Wealth Management
North Carolina
$115K +$117K +604 New
GWS
1385
Greykasell Wealth Strategies
California
$110K +$111K +576 New
SNB
1386
Security National Bank
Nebraska
$108K – – –
BGIM
1387
Brandywine Global Investment Management
Pennsylvania
$107K +$19K +98 +21%
TCM
1388
Tradewinds Capital Management
Washington
$104K – – –
OIA
1389
Optimum Investment Advisors
Illinois
$103K +$17K +88 +20%
FM
1390
Family Management
New York
$101K – – –
MMCM
1391
Murphy & Mullick Capital Management
New York
$99.3K +$32.7K +169 +48%
FDCP
1392
Foster Dykema Cabot & Partners
Massachusetts
$97.6K – – –
ANBT
1393
American National Bank & Trust
Texas
$96.8K +$84.6K +437 +615%
SWA
1394
Serenus Wealth Advisors
California
$95K +$245K +1,267 +1%
BA
1395
Ballast Advisors
Minnesota
$94.7K – – –
FP
1396
Financial Perspectives
Minnesota
$91.7K +$387 +2 +0.4%
SIS
1397
Strategic Investment Solutions
Illinois
$90.9K – – –
SFGP
1398
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$89.9K -$14.3K -74 -14%
CWM
1399
CarsonAllaria Wealth Management
Illinois
$89.5K +$21.7K +112 +31%
W
1400
WealthCollab
Washington
$87.3K – – –
54 55
56
57 58