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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
1501
Bridgewealth Advisory Group
California
$203K +$201K +958 New
PAM
1502
Pacific Asset Management
Washington
$203K +$201K +957 New
IC
1503
Inscription Capital
Texas
$203K +$201K +957 New
AF
1504
Alerus Financial
North Dakota
$202K – – –
MC
1505
Mathes Company
New York
$201K +$199K +950 New
HI
1506
Horizon Investments
North Carolina
$201K +$198K +946 New
IWM
1507
Inlight Wealth Management
Georgia
$200K – – –
BLC
1508
Brown, Lisle/Cummings
Rhode Island
$194K – – –
OC
1509
Optima Capital
Oregon
$188K +$186K +888 New
MTIC
1510
Missouri Trust & Investment Company
Missouri
$187K – – –
TFG
1511
Team Financial Group
California
$185K +$29.8K +142 +19%
PWM
1512
Provident Wealth Management
Tennessee
$181K – – –
MFC
1513
Mechanics Financial Corp
Ohio
$180K -$30.8K -147 -15%
TF
1514
Tompkins Financial
New York
$179K +$8.17K +39 +5%
FP
1515
Financial Perspectives
Minnesota
$175K +$629 +3 +0.4%
RF
1516
Rossby Financial
Florida
$171K +$10.5K +50 +7%
Q1WB
1517
Quest 10 Wealth Builders
Virginia
$170K +$55.5K +265 +49%
TRCT
1518
Tower Research Capital (TRC)
New York
$169K -$731K -3,490 -81%
DF
1519
Dunhill Financial
United Kingdom
$167K +$210 +1 +0.1%
RWM
1520
Raffa Wealth Management
District of Columbia
$166K +$838 +4 +0.5%
USAA
1521
United Services Automobile Association
Texas
$161K +$131K +624 +469%
BFO
1522
Biltmore Family Office
North Carolina
$160K – – –
CT
1523
Caldwell Trust
Florida
$158K +$51.3K +245 +49%
SWM
1524
SHP Wealth Management
Massachusetts
$157K +$155K +740 New
LB
1525
Legacy Bridge
Iowa
$155K – – –
59 60
61
62 63