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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1551
Family Management
New York
$130K -$14.9K -69 -10%
FPB
1552
First PREMIER Bank
South Dakota
$130K – – –
FCMT
1553
Founders Capital Management (Texas)
Texas
$128K – – –
TWM
1554
Topsail Wealth Management
North Carolina
$128K – – –
IAS
1555
IMA Advisory Services
Colorado
$126K +$34K +157 +36%
CAM
1556
Clarity Asset Management
Iowa
$123K -$1.52K -7 -1%
PG
1557
Proffitt & Goodson
Tennessee
$122K +$126K +580 New
GWS
1558
Greykasell Wealth Strategies
California
$122K – – –
DF
1559
DecisionPoint Financial
Arizona
$121K – – –
SNB
1560
Security National Bank
Nebraska
$120K -$214K -990 -64%
CWP
1561
Clark Wealth Partners
Illinois
$119K -$10.2K -47 -8%
FRA
1562
Front Row Advisors
California
$118K – – –
FLP
1563
Financial Life Planners
Arizona
$117K +$120K +555 New
AF
1564
Align Financial
Minnesota
$116K -$25.1M -116,089 -100%
NF
1565
Napier Financial
Massachusetts
$116K +$119K +550 New
TCM
1566
Tradewinds Capital Management
Washington
$116K – – –
BCCM
1567
Black Cypress Capital Management
Florida
$114K – – –
TFM
1568
TFC Financial Management
Massachusetts
$113K +$115K +533 New
DWM
1569
Darwin Wealth Management
Florida
$109K +$217 +1 +0.2%
FDCP
1570
Foster Dykema Cabot & Partners
Massachusetts
$108K – – –
GWANC
1571
Guardian Wealth Advisors (North Carolina)
North Carolina
$107K +$110K +507 New
TF
1572
Tompkins Financial
New York
$105K -$75.4K -348 -41%
SIA
1573
Strategic Investment Advisors
Michigan
$102K +$105K +483 New
PFA
1574
Pillar Financial Advisors
Kentucky
$95K – – –
RP
1575
Rice Partnership
Hawaii
$92.9K +$14.1K +65 +17%
61 62
63
64 65