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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1376
Tompkins Financial
New York
$157K – – –
GWSG
1377
GPS Wealth Strategies Group
Colorado
$155K +$1.12K +6 +0.8%
DF
1378
Dunhill Financial
United Kingdom
$153K +$3.73K +20 +3%
CP
1379
Covenant Partners
Tennessee
$150K – – –
BFO
1380
Biltmore Family Office
North Carolina
$148K – – –
AWM
1381
Activest Wealth Management
Florida
$144K – – –
SRCM
1382
Signature Resources Capital Management
California
$144K +$137K +738 New
LB
1383
Legacy Bridge
Iowa
$142K – – –
BFP
1384
Briaud Financial Planning
Texas
$142K +$66.7K +358 +97%
MEG
1385
Millstone Evans Group
Colorado
$140K – – –
RF
1386
Rossby Financial
Florida
$138K +$7.08K +38 +6%
FM
1387
Family Management
New York
$134K +$28.9K +155 +29%
CSB
1388
City State Bank
Iowa
$132K – – –
BCCM
1389
Black Cypress Capital Management
Florida
$132K -$31.7K -170 -20%
CJH
1390
Christopher J. Hasenberg
Wisconsin
$132K -$219K -1,178 -64%
WPA
1391
Wealth Preservation Advisors
Tennessee
$131K – – –
TFG
1392
Team Financial Group
California
$130K +$124K +664 New
CT
1393
Colonial Trust
South Carolina
$128K -$5.03K -27 -4%
MWM
1394
Mascoma Wealth Management
New Hampshire
$125K – – –
CT
1395
Caldwell Trust
Florida
$123K – – –
TSMHT
1396
Thurston Springer Miller Herd & Titak
Indiana
$120K +$90K +483 +363%
FPB
1397
First PREMIER Bank
South Dakota
$120K – – –
FCMT
1398
Founders Capital Management (Texas)
Texas
$119K – – –
TWM
1399
Topsail Wealth Management
North Carolina
$118K – – –
CAM
1400
Clarity Asset Management
Iowa
$116K -$5.4K -29 -5%
54 55
56
57 58