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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1476
Blue Bell Private Wealth Management
Pennsylvania
$66.7K +$1.21K +6 +2%
FC
1477
Financial Consulate
Maryland
$65.3K +$63.5K +316 New
GK
1478
Graney & King
New York
$65.3K – – –
SWIM
1479
Smallwood Wealth Investment Management
New Jersey
$63.6K – – –
CNBT
1480
Cornerstone National Bank & Trust
Illinois
$63K – – –
PAG
1481
Paladin Advisory Group
Iowa
$62.4K – – –
WPWM
1482
Western Pacific Wealth Management
Illinois
$62.2K – – –
HWA
1483
HHM Wealth Advisors
Tennessee
$59.5K +$12.7K +63 +28%
MHR
1484
Matthew Hamilton Rosenberg
$57.8K -$803 -4 -1%
MDCM
1485
Morgan Dempsey Capital Management
Wisconsin
$57.8K – – –
TCM
1486
TD Capital Management
Tennessee
$57.1K – – –
SGK
1487
Steigerwald Gordon & Koch
Virginia
$57K +$55.4K +276 New
CFO
1488
Colony Family Offices
North Carolina
$56.4K -$30.9K -154 -36%
OHWP
1489
Oak Harbor Wealth Partners
North Carolina
$56K – – –
RF
1490
Roxbury Financial
New Jersey
$54.1K – – –
PCM
1491
Palouse Capital Management
Washington
$53.5K – – –
RA
1492
Rise Advisors
New York
$53K +$201 +1 +0.4%
OC
1493
Oakworth Capital
Alabama
$50.8K – – –
CBT
1494
Crews Bank & Trust
Florida
$46.7K – – –
CCM
1495
Cloud Capital Management
Washington
$45K +$44.4K +221 New
MAM
1496
Morse Asset Management
Connecticut
$44.2K – – –
CTWM
1497
Cherry Tree Wealth Management
Minnesota
$43.8K – – –
RPC
1498
Rossmore Private Capital
Connecticut
$43.6K +$42.4K +211 New
JFA
1499
JNBA Financial Advisors
Minnesota
$41.4K – – –
DSC
1500
Duncker Streett & Co
Missouri
$41.3K – – –
58 59
60
61 62