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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1451
Rice Partnership
Hawaii
$55.7K – – –
HWM
1452
HighMark Wealth Management
Minnesota
$53.7K -$1.5M -7,586 -96%
CFO
1453
Colony Family Offices
North Carolina
$52.1K – – –
OHWP
1454
Oak Harbor Wealth Partners
North Carolina
$51.7K – – –
WT
1455
Washington Trust
Rhode Island
$50.2K -$992 -5 -2%
PP
1456
PrairieView Partners
Minnesota
$50K – – –
PCM
1457
Palouse Capital Management
Washington
$49.4K – – –
GK
1458
Graney & King
New York
$49.2K +$51.2K +258 New
KC
1459
Knuff & Co
California
$48.9K – – –
RA
1460
Rise Advisors
New York
$48.4K +$198 +1 +0.4%
HWA
1461
HHM Wealth Advisors
Tennessee
$48.1K -$12.9K -65 -21%
DWM
1462
Dogwood Wealth Management
Kansas
$45.2K +$47K +237 New
AF
1463
Atala Financial
California
$43.3K +$45K +227 New
ME
1464
McIlrath & Eck
Washington
$42.9K – – –
IWMA
1465
Ironwood Wealth Management (Arizona)
Arizona
$42.2K – – –
Q1WB
1466
Quest 10 Wealth Builders
Virginia
$42K +$43.6K +220 New
MAM
1467
Morse Asset Management
Connecticut
$40.8K +$42.4K +214 New
CTWM
1468
Cherry Tree Wealth Management
Minnesota
$40.5K – – –
CP
1469
Castleview Partners
Texas
$40.5K – – –
JFA
1470
JNBA Financial Advisors
Minnesota
$38.2K -$7.93K -40 -17%
DSC
1471
Duncker Streett & Co
Missouri
$38.2K – – –
AA
1472
Addison Advisors
Vermont
$35.5K – – –
CFG
1473
Copley Financial Group
California
$35.3K – – –
PCTC
1474
Perkins Coie Trust Company
Washington
$34.9K +$36.3K +183 New
PWMA
1475
Pension & Wealth Management Advisors
Massachusetts
$34.3K +$198 +1 +0.6%
57 58
59
60 61