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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1451
HighMark Wealth Management
Minnesota
$42.2K -$11.8K -61 -22%
MAM
1452
Morse Asset Management
Connecticut
$40.8K – – –
CTWM
1453
Cherry Tree Wealth Management
Minnesota
$40.4K – – –
AG
1454
AmeriFlex Group
Nevada
$39.1K +$27.9K +144 +236%
AF
1455
Abound Financial
California
$38.5K +$39.1K +202 New
JFA
1456
JNBA Financial Advisors
Minnesota
$38.2K – – –
KC
1457
Knuff & Co
California
$38.1K -$10.8K -56 -22%
DSC
1458
Duncker Streett & Co
Missouri
$38.1K – – –
FDW
1459
Fourth Dimension Wealth
Ohio
$38.1K +$38.7K +200 New
IWMA
1460
Ironwood Wealth Management (Arizona)
Arizona
$37.4K -$4.84K -25 -11%
SIC
1461
SJS Investment Consulting
Ohio
$36.8K +$37.3K +193 New
AA
1462
Addison Advisors
Vermont
$35.4K – – –
IWM
1463
IMG Wealth Management
Florida
$34.5K +$35K +181 New
PWMA
1464
Pension & Wealth Management Advisors
Massachusetts
$34.4K +$194 +1 +0.6%
AW
1465
Avion Wealth
Texas
$34K – – –
CWM
1466
Centricity Wealth Management
Ohio
$33.5K – – –
NRG
1467
Nemes Rush Group
Michigan
$33.2K +$29K +150 +625%
FAM
1468
Flaharty Asset Management
Florida
$33.2K +$33.7K +174 New
TC
1469
Trust Company
Kansas
$32.4K – – –
PBK
1470
Peoples Bank (Kansas)
Kansas
$31.1K – – –
BTD
1471
BankPlus Trust Department
Mississippi
$29.5K +$6K +31 +25%
CWP
1472
Concord Wealth Partners
Virginia
$29.5K +$2.71K +14 +10%
UFF
1473
USA Financial Formulas
Michigan
$29K -$78.2M -404,246 -100%
MSWM
1474
Mowery & Schoenfeld Wealth Management
Illinois
$28.8K +$29.2K +151 New
KTC
1475
Kentucky Trust Company
Kentucky
$28.6K – – –
57 58
59
60 61