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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1401
Van Hulzen Asset Management
California
$120K +$125K +631 New
GWANC
1402
Guardian Wealth Advisors (North Carolina)
North Carolina
$119K +$98.4K +496 +394%
FPB
1403
First PREMIER Bank
South Dakota
$117K – – –
FCMT
1404
Founders Capital Management (Texas)
Texas
$116K – – –
ATC
1405
Advantage Trust Company
Kansas
$115K – – –
LFA
1406
LGT Financial Advisors
Texas
$115K +$16.1K +81 +16%
FWM
1407
FLP Wealth Management
Arkansas
$114K +$119K +599 New
OP
1408
ORG Partners
Indiana
$113K -$18.2K -92 -13%
SNB
1409
Security National Bank
Nebraska
$109K – – –
TCM
1410
Tradewinds Capital Management
Washington
$104K -$5.36K -27 -5%
SFGP
1411
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$104K +$108K +546 New
WI
1412
Wintrust Investments
Illinois
$103K -$2.78K -14 -3%
FM
1413
Family Management
New York
$101K +$105K +530 New
DJSG
1414
D.J. St. Germain
Massachusetts
$99.8K +$8.73K +44 +9%
FDCP
1415
Foster Dykema Cabot & Partners
Massachusetts
$97.7K – – –
RFG
1416
REAP Financial Group
Texas
$96.8K -$1.98K -10 -2%
BA
1417
Ballast Advisors
Minnesota
$94.9K – – –
WCM
1418
Westend Capital Management
California
$94.9K – – –
IWP
1419
IAG Wealth Partners
Wisconsin
$93.9K +$28.2K +142 +41%
SWA
1420
Serenus Wealth Advisors
California
$93.7K +$18.6M +93,684 New
FP
1421
Financial Perspectives
Minnesota
$91.5K +$397 +2 +0.4%
SIS
1422
Strategic Investment Solutions
Illinois
$91K – – –
BGIM
1423
Brandywine Global Investment Management
Pennsylvania
$88K – – –
W
1424
WealthCollab
Washington
$87.4K – – –
OIA
1425
Optimum Investment Advisors
Illinois
$85.9K – – –
55 56
57
58 59