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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1426
Colonial Trust
South Carolina
$136K – – –
BCCM
1427
Black Cypress Capital Management
Florida
$135K -$4.42K -22 -3%
MWM
1428
Mascoma Wealth Management
New Hampshire
$132K – – –
CWP
1429
Clark Wealth Partners
Illinois
$130K +$60.3K +300 +96%
FPB
1430
First PREMIER Bank
South Dakota
$127K – – –
FCMT
1431
Founders Capital Management (Texas)
Texas
$125K – – –
TWM
1432
Topsail Wealth Management
North Carolina
$125K – – –
CAM
1433
Clarity Asset Management
Iowa
$123K -$603 -3 -0.5%
GWS
1434
Greykasell Wealth Strategies
California
$119K – – –
SNB
1435
Security National Bank
Nebraska
$118K – – –
GFWA
1436
Grey Fox Wealth Advisors
Delaware
$116K +$113K +563 New
FRA
1437
Front Row Advisors
California
$116K – – –
FLP
1438
Financial Life Planners
Arizona
$114K +$110K +550 New
TCM
1439
Tradewinds Capital Management
Washington
$113K – – –
RFG
1440
REAP Financial Group
Texas
$112K +$9.64K +48 +10%
AWM
1441
Abound Wealth Management
Tennessee
$111K +$85.6K +426 +377%
Q1WB
1442
Quest 10 Wealth Builders
Virginia
$111K +$15.1K +75 +16%
AG
1443
AmeriFlex Group
Nevada
$109K +$64.9K +323 +158%
MPWT
1444
MassMutual Private Wealth & Trust
Connecticut
$107K +$62.7K +312 +151%
DWM
1445
Darwin Wealth Management
Florida
$107K -$1.61K -8 -2%
FDCP
1446
Foster Dykema Cabot & Partners
Massachusetts
$106K – – –
CT
1447
Caldwell Trust
Florida
$103K -$26.1K -130 -21%
BGIM
1448
Brandywine Global Investment Management
Pennsylvania
$101K -$5.42K -27 -5%
W
1449
WealthCollab
Washington
$94.6K – – –
OIA
1450
Optimum Investment Advisors
Illinois
$92.9K – – –
56 57
58
59 60