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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1451
TD Capital Management
Tennessee
$58.5K -$23K -116 -27%
CNBT
1452
Cornerstone National Bank & Trust
Illinois
$58.2K – – –
PAG
1453
Paladin Advisory Group
Iowa
$57.6K – – –
WPWM
1454
Western Pacific Wealth Management
Illinois
$57.5K – – –
RP
1455
Rice Partnership
Hawaii
$55.7K – – –
HWM
1456
HighMark Wealth Management
Minnesota
$53.7K -$1.5M -7,586 -96%
CFO
1457
Colony Family Offices
North Carolina
$52.1K – – –
OHWP
1458
Oak Harbor Wealth Partners
North Carolina
$51.7K – – –
WT
1459
Washington Trust
Rhode Island
$50.2K -$992 -5 -2%
PP
1460
PrairieView Partners
Minnesota
$50K – – –
PCM
1461
Palouse Capital Management
Washington
$49.4K – – –
GK
1462
Graney & King
New York
$49.2K +$51.2K +258 New
KC
1463
Knuff & Co
California
$48.9K – – –
RA
1464
Rise Advisors
New York
$48.4K +$198 +1 +0.4%
HWA
1465
HHM Wealth Advisors
Tennessee
$48.1K -$12.9K -65 -21%
DWM
1466
Dogwood Wealth Management
Kansas
$45.2K +$47K +237 New
AF
1467
Atala Financial
California
$43.3K +$45K +227 New
ME
1468
McIlrath & Eck
Washington
$42.9K – – –
IWMA
1469
Ironwood Wealth Management (Arizona)
Arizona
$42.2K – – –
Q1WB
1470
Quest 10 Wealth Builders
Virginia
$42K +$43.6K +220 New
MAM
1471
Morse Asset Management
Connecticut
$40.8K +$42.4K +214 New
CTWM
1472
Cherry Tree Wealth Management
Minnesota
$40.5K – – –
CP
1473
Castleview Partners
Texas
$40.5K – – –
JFA
1474
JNBA Financial Advisors
Minnesota
$38.2K -$7.93K -40 -17%
DSC
1475
Duncker Streett & Co
Missouri
$38.2K – – –
57 58
59
60 61