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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1626
Cordant Inc
Oregon
$84.7K +$83.3K +373 New
TWIM
1627
TIAA Wealth Investment Management
New York
$82.9K +$18.8K +84 +30%
RP
1628
Rice Partnership
Hawaii
$82.7K -$17K -76 -17%
PG
1629
Proffitt & Goodson
Tennessee
$82.2K -$48.7K -218 -38%
WCAMG
1630
Woodard & Company Asset Management Group
North Carolina
$81.5K – – –
CBT
1631
CoreFirst Bank & Trust
Kansas
$80.6K – – –
IWP
1632
IAG Wealth Partners
Wisconsin
$79.9K – – –
MMCM
1633
Murphy & Mullick Capital Management
New York
$79.9K – – –
AIS
1634
Advocate Investing Services
Maryland
$79K +$46.2K +207 +147%
RRMM
1635
Regatta Research & Money Management
Louisiana
$78.3K +$77.1K +345 New
BWM
1636
Bernard Wealth Management
Michigan
$78.3K – – –
EP
1637
Essential Partners
California
$78.3K – – –
MPWT
1638
MassMutual Private Wealth & Trust
Connecticut
$76.7K – – –
BIAS
1639
Beacon Investment Advisory Services
New Jersey
$76.5K – – –
OAG
1640
Oakmont Advisory Group
New Mexico
$73.8K +$72.6K +325 New
TAM
1641
Tucker Asset Management
Colorado
$73.4K -$19.9K -89 -22%
FC
1642
Financial Consulate
Maryland
$71.8K – – –
DRP
1643
Decker Retirement Planning
Utah
$71.5K +$70.4K +315 New
T2I
1644
Turim 21 Investimentos
Brazil
$71.5K – – –
SFG
1645
Strive Financial Group
Indiana
$70.4K +$37.5K +168 +118%
CNBT
1646
Cornerstone National Bank & Trust
Illinois
$69.5K – – –
PAG
1647
Paladin Advisory Group
Iowa
$68.6K – – –
WPWM
1648
Western Pacific Wealth Management
Illinois
$68.4K – – –
HPIA
1649
Hamilton Point Investment Advisors
North Carolina
$66.8K – – –
FDW
1650
Fourth Dimension Wealth
Ohio
$65.9K +$20.1K +90 +45%
64 65
66
67 68