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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
1401
GPS Wealth Strategies Group
Colorado
$192K +$26.9K +134 +17%
BLC
1402
Brown, Lisle/Cummings
Rhode Island
$189K – – –
JWM
1403
JPL Wealth Management
Colorado
$184K +$179K +893 New
MTIC
1404
Missouri Trust & Investment Company
Missouri
$182K +$177K +881 New
PWM
1405
Provident Wealth Management
Tennessee
$176K – – –
CHC
1406
City Holding Co
West Virginia
$172K -$121K -600 -42%
FP
1407
Financial Perspectives
Minnesota
$170K +$67.9K +338 +70%
TF
1408
Tompkins Financial
New York
$166K – – –
DF
1409
Dunhill Financial
United Kingdom
$162K – – –
RWM
1410
Raffa Wealth Management
District of Columbia
$161K -$235K -1,171 -60%
RF
1411
Rossby Financial
Florida
$157K +$10.6K +53 +8%
BFO
1412
Biltmore Family Office
North Carolina
$156K – – –
TFG
1413
Team Financial Group
California
$151K +$13.3K +66 +10%
LB
1414
Legacy Bridge
Iowa
$151K – – –
LWMI
1415
Legacy Wealth Management (Idaho)
Idaho
$150K +$146K +728 New
MEG
1416
Millstone Evans Group
Colorado
$148K – – –
MWPCG
1417
Measured Wealth Private Client Group
New Hampshire
$146K +$142K +708 New
FM
1418
Family Management
New York
$141K – – –
CSB
1419
City State Bank
Iowa
$140K – – –
CP
1420
Covenant Partners
Tennessee
$139K -$19.5K -97 -13%
WPA
1421
Wealth Preservation Advisors
Tennessee
$139K – – –
CT
1422
Colonial Trust
South Carolina
$136K – – –
BCCM
1423
Black Cypress Capital Management
Florida
$135K -$4.42K -22 -3%
MWM
1424
Mascoma Wealth Management
New Hampshire
$132K – – –
CWP
1425
Clark Wealth Partners
Illinois
$130K +$60.3K +300 +96%
55 56
57
58 59