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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
1626
Woodard & Company Asset Management Group
North Carolina
$81.5K – – –
CBT
1627
CoreFirst Bank & Trust
Kansas
$80.6K – – –
IWP
1628
IAG Wealth Partners
Wisconsin
$79.9K – – –
MMCM
1629
Murphy & Mullick Capital Management
New York
$79.9K – – –
AIS
1630
Advocate Investing Services
Maryland
$79K +$46.2K +207 +147%
RRMM
1631
Regatta Research & Money Management
Louisiana
$78.3K +$77.1K +345 New
BWM
1632
Bernard Wealth Management
Michigan
$78.3K – – –
EP
1633
Essential Partners
California
$78.3K – – –
MPWT
1634
MassMutual Private Wealth & Trust
Connecticut
$76.7K – – –
BIAS
1635
Beacon Investment Advisory Services
New Jersey
$76.5K – – –
OAG
1636
Oakmont Advisory Group
New Mexico
$73.8K +$72.6K +325 New
FC
1637
Financial Consulate
Maryland
$71.8K – – –
DRP
1638
Decker Retirement Planning
Utah
$71.5K +$70.4K +315 New
T2I
1639
Turim 21 Investimentos
Brazil
$71.5K – – –
SFG
1640
Strive Financial Group
Indiana
$70.4K +$37.5K +168 +118%
CNBT
1641
Cornerstone National Bank & Trust
Illinois
$69.5K – – –
PAG
1642
Paladin Advisory Group
Iowa
$68.6K – – –
WPWM
1643
Western Pacific Wealth Management
Illinois
$68.4K – – –
HPIA
1644
Hamilton Point Investment Advisors
North Carolina
$66.8K – – –
FDW
1645
Fourth Dimension Wealth
Ohio
$65.9K +$20.1K +90 +45%
JWM
1646
JPL Wealth Management
Colorado
$64.5K +$63.4K +284 New
MFS
1647
Montgomery Financial Services
Maryland
$63.8K +$62.8K +281 New
MDCM
1648
Morgan Dempsey Capital Management
Wisconsin
$63.6K – – –
SGK
1649
Steigerwald Gordon & Koch
Virginia
$62.7K – – –
OHWP
1650
Oak Harbor Wealth Partners
North Carolina
$61.5K – – –
64 65
66
67 68