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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1426
Founders Capital Management (Texas)
Texas
$125K – – –
TWM
1427
Topsail Wealth Management
North Carolina
$125K – – –
CAM
1428
Clarity Asset Management
Iowa
$123K -$603 -3 -0.5%
GWS
1429
Greykasell Wealth Strategies
California
$119K – – –
SNB
1430
Security National Bank
Nebraska
$118K – – –
GFWA
1431
Grey Fox Wealth Advisors
Delaware
$116K +$113K +563 New
FRA
1432
Front Row Advisors
California
$116K – – –
FLP
1433
Financial Life Planners
Arizona
$114K +$110K +550 New
TCM
1434
Tradewinds Capital Management
Washington
$113K – – –
RFG
1435
REAP Financial Group
Texas
$112K +$9.64K +48 +10%
AWM
1436
Abound Wealth Management
Tennessee
$111K +$85.6K +426 +377%
Q1WB
1437
Quest 10 Wealth Builders
Virginia
$111K +$15.1K +75 +16%
AG
1438
AmeriFlex Group
Nevada
$109K +$64.9K +323 +158%
MPWT
1439
MassMutual Private Wealth & Trust
Connecticut
$107K +$62.7K +312 +151%
DWM
1440
Darwin Wealth Management
Florida
$107K -$1.61K -8 -2%
FDCP
1441
Foster Dykema Cabot & Partners
Massachusetts
$106K – – –
CT
1442
Caldwell Trust
Florida
$103K -$26.1K -130 -21%
BGIM
1443
Brandywine Global Investment Management
Pennsylvania
$101K -$5.42K -27 -5%
W
1444
WealthCollab
Washington
$94.6K – – –
OIA
1445
Optimum Investment Advisors
Illinois
$92.9K – – –
PFA
1446
Pillar Financial Advisors
Kentucky
$92.9K – – –
IAS
1447
IMA Advisory Services
Colorado
$90.6K – – –
AIC
1448
Archer Investment Corporation
Indiana
$90.1K – – –
SRCM
1449
Signature Resources Capital Management
California
$89K -$61.7K -307 -42%
RFA
1450
Register Financial Advisors
Georgia
$82.4K – – –
56 57
58
59 60