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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1376
Biltmore Family Office
North Carolina
$148K – – –
AWM
1377
Activest Wealth Management
Florida
$144K – – –
SRCM
1378
Signature Resources Capital Management
California
$144K +$137K +738 New
LB
1379
Legacy Bridge
Iowa
$142K – – –
BFP
1380
Briaud Financial Planning
Texas
$142K +$66.7K +358 +97%
MEG
1381
Millstone Evans Group
Colorado
$140K – – –
RF
1382
Rossby Financial
Florida
$138K +$7.08K +38 +6%
FM
1383
Family Management
New York
$134K +$28.9K +155 +29%
CSB
1384
City State Bank
Iowa
$132K – – –
BCCM
1385
Black Cypress Capital Management
Florida
$132K -$31.7K -170 -20%
CJH
1386
Christopher J. Hasenberg
Wisconsin
$132K -$219K -1,178 -64%
WPA
1387
Wealth Preservation Advisors
Tennessee
$131K – – –
TFG
1388
Team Financial Group
California
$130K +$124K +664 New
CT
1389
Colonial Trust
South Carolina
$128K -$5.03K -27 -4%
MWM
1390
Mascoma Wealth Management
New Hampshire
$125K – – –
CT
1391
Caldwell Trust
Florida
$123K – – –
TSMHT
1392
Thurston Springer Miller Herd & Titak
Indiana
$120K +$90K +483 +363%
FPB
1393
First PREMIER Bank
South Dakota
$120K – – –
FCMT
1394
Founders Capital Management (Texas)
Texas
$119K – – –
TWM
1395
Topsail Wealth Management
North Carolina
$118K – – –
CAM
1396
Clarity Asset Management
Iowa
$116K -$5.4K -29 -5%
GWS
1397
Greykasell Wealth Strategies
California
$113K – – –
SNB
1398
Security National Bank
Nebraska
$111K – – –
DJSG
1399
D.J. St. Germain
Massachusetts
$111K +$21K +113 +25%
FRA
1400
Front Row Advisors
California
$109K +$104K +560 New
54 55
56
57 58