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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1476
Addison Advisors
Vermont
$35.5K – – –
CFG
1477
Copley Financial Group
California
$35.3K – – –
PCTC
1478
Perkins Coie Trust Company
Washington
$34.9K +$36.3K +183 New
PWMA
1479
Pension & Wealth Management Advisors
Massachusetts
$34.3K +$198 +1 +0.6%
AW
1480
Avion Wealth
Texas
$34K +$198 +1 +0.6%
CWM
1481
Centricity Wealth Management
Ohio
$33.6K +$34.9K +176 New
TC
1482
Trust Company
Kansas
$32.5K +$33.7K +170 New
PFT
1483
Providence First Trust
Arizona
$31.5K +$32.7K +165 New
PBK
1484
Peoples Bank (Kansas)
Kansas
$31.1K – – –
CPG
1485
Cornerstone Planning Group
New Jersey
$29.8K -$1.59K -8 -5%
TSMHT
1486
Thurston Springer Miller Herd & Titak
Indiana
$29K +$15.1K +76 +100%
KTC
1487
Kentucky Trust Company
Kentucky
$28.6K +$29.8K +150 New
APW
1488
Atlantic Private Wealth
North Carolina
$27.3K +$198 +1 +0.7%
CWP
1489
Concord Wealth Partners
Virginia
$26.9K – – –
PS
1490
Pinney & Scofield
Massachusetts
$26.2K +$27.2K +137 New
GWM
1491
Grand Wealth Management
Michigan
$24.8K – – –
BTD
1492
BankPlus Trust Department
Mississippi
$23.7K +$24.6K +124 New
DRP
1493
Decker Retirement Planning
Utah
$23.7K +$24.6K +124 New
TAM
1494
Townsend Asset Management
North Carolina
$23.5K – – –
VCM
1495
Versant Capital Management
Arizona
$23.5K – – –
VWWMG
1496
Vermillion & White Wealth Management Group
Pennsylvania
$23.1K – – –
DCM
1497
Davis Capital Management
Florida
$21.4K -$8.53K -43 -28%
AWM
1498
Abound Wealth Management
Tennessee
$21.3K – – –
RTL
1499
Red Tortoise LLC
Georgia
$21K – – –
RI
1500
Ridgewood Investments
New Jersey
$20.8K – – –
58 59
60
61 62