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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1551
Colonial Trust
South Carolina
$139K – – –
SAS
1552
Stelac Advisory Services
New York
$139K +$142K +657 New
LWMI
1553
Legacy Wealth Management (Idaho)
Idaho
$138K -$12.8K -59 -8%
MWM
1554
Mascoma Wealth Management
New Hampshire
$135K – – –
FM
1555
Family Management
New York
$130K -$14.9K -69 -10%
FPB
1556
First PREMIER Bank
South Dakota
$130K – – –
FCMT
1557
Founders Capital Management (Texas)
Texas
$128K – – –
TWM
1558
Topsail Wealth Management
North Carolina
$128K – – –
IAS
1559
IMA Advisory Services
Colorado
$126K +$34K +157 +36%
CAM
1560
Clarity Asset Management
Iowa
$123K -$1.52K -7 -1%
PG
1561
Proffitt & Goodson
Tennessee
$122K +$126K +580 New
GWS
1562
Greykasell Wealth Strategies
California
$122K – – –
DF
1563
DecisionPoint Financial
Arizona
$121K – – –
SNB
1564
Security National Bank
Nebraska
$120K -$214K -990 -64%
CWP
1565
Clark Wealth Partners
Illinois
$119K -$10.2K -47 -8%
FRA
1566
Front Row Advisors
California
$118K – – –
FLP
1567
Financial Life Planners
Arizona
$117K +$120K +555 New
AF
1568
Align Financial
Minnesota
$116K – – –
NF
1569
Napier Financial
Massachusetts
$116K +$119K +550 New
TCM
1570
Tradewinds Capital Management
Washington
$116K – – –
BCCM
1571
Black Cypress Capital Management
Florida
$114K – – –
TFM
1572
TFC Financial Management
Massachusetts
$113K +$115K +533 New
DWM
1573
Darwin Wealth Management
Florida
$109K +$217 +1 +0.2%
FDCP
1574
Foster Dykema Cabot & Partners
Massachusetts
$108K – – –
GWANC
1575
Guardian Wealth Advisors (North Carolina)
North Carolina
$107K +$110K +507 New
61 62
63
64 65