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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1401
Inlight Wealth Management
Georgia
$200K – – –
CAM
1402
Creekmur Asset Management
Illinois
$200K – – –
BWL
1403
Bogart Wealth LLC
Virginia
$199K – – –
AF
1404
Alerus Financial
North Dakota
$196K – – –
GWSG
1405
GPS Wealth Strategies Group
Colorado
$192K +$26.9K +134 +17%
BLC
1406
Brown, Lisle/Cummings
Rhode Island
$189K – – –
JWM
1407
JPL Wealth Management
Colorado
$184K +$179K +893 New
MTIC
1408
Missouri Trust & Investment Company
Missouri
$182K +$177K +881 New
PWM
1409
Provident Wealth Management
Tennessee
$176K – – –
CHC
1410
City Holding Co
West Virginia
$172K -$121K -600 -42%
FP
1411
Financial Perspectives
Minnesota
$170K +$67.9K +338 +70%
TF
1412
Tompkins Financial
New York
$166K – – –
DF
1413
Dunhill Financial
United Kingdom
$162K – – –
RWM
1414
Raffa Wealth Management
District of Columbia
$161K -$235K -1,171 -60%
RF
1415
Rossby Financial
Florida
$157K +$10.6K +53 +8%
BFO
1416
Biltmore Family Office
North Carolina
$156K – – –
TFG
1417
Team Financial Group
California
$151K +$13.3K +66 +10%
LB
1418
Legacy Bridge
Iowa
$151K – – –
LWMI
1419
Legacy Wealth Management (Idaho)
Idaho
$150K +$146K +728 New
MEG
1420
Millstone Evans Group
Colorado
$148K – – –
MWPCG
1421
Measured Wealth Private Client Group
New Hampshire
$146K +$142K +708 New
FM
1422
Family Management
New York
$141K – – –
CSB
1423
City State Bank
Iowa
$140K – – –
CP
1424
Covenant Partners
Tennessee
$139K -$19.5K -97 -13%
WPA
1425
Wealth Preservation Advisors
Tennessee
$139K – – –
55 56
57
58 59