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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1501
Inscription Capital
Texas
$203K +$201K +957 New
AF
1502
Alerus Financial
North Dakota
$202K – – –
MC
1503
Mathes Company
New York
$201K +$199K +950 New
HI
1504
Horizon Investments
North Carolina
$201K +$198K +946 New
IWM
1505
Inlight Wealth Management
Georgia
$200K – – –
BLC
1506
Brown, Lisle/Cummings
Rhode Island
$194K – – –
OC
1507
Optima Capital
Oregon
$188K +$186K +888 New
MTIC
1508
Missouri Trust & Investment Company
Missouri
$187K – – –
TFG
1509
Team Financial Group
California
$185K +$29.8K +142 +19%
PWM
1510
Provident Wealth Management
Tennessee
$181K – – –
MFC
1511
Mechanics Financial Corp
Ohio
$180K -$30.8K -147 -15%
TF
1512
Tompkins Financial
New York
$179K +$8.17K +39 +5%
FP
1513
Financial Perspectives
Minnesota
$175K +$629 +3 +0.4%
RF
1514
Rossby Financial
Florida
$171K +$10.5K +50 +7%
Q1WB
1515
Quest 10 Wealth Builders
Virginia
$170K +$55.5K +265 +49%
TRCT
1516
Tower Research Capital (TRC)
New York
$169K -$731K -3,490 -81%
DF
1517
Dunhill Financial
United Kingdom
$167K +$210 +1 +0.1%
RWM
1518
Raffa Wealth Management
District of Columbia
$166K +$838 +4 +0.5%
USAA
1519
United Services Automobile Association
Texas
$161K +$131K +624 +469%
BFO
1520
Biltmore Family Office
North Carolina
$160K – – –
CT
1521
Caldwell Trust
Florida
$158K +$51.3K +245 +49%
SWM
1522
SHP Wealth Management
Massachusetts
$157K +$155K +740 New
LB
1523
Legacy Bridge
Iowa
$155K – – –
MEG
1524
Millstone Evans Group
Colorado
$152K – – –
LWMI
1525
Legacy Wealth Management (Idaho)
Idaho
$151K -$3.35K -16 -2%
59 60
61
62 63