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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
776
Axiom Investment Management
New York
$31K – – –
RWB
777
RMR Wealth Builders
New Jersey
$31K +$29.7K +239 New
FCB
778
First Command Bank
Texas
$30K – – –
FCFS
779
First Command Financial Services
Texas
$30K – – –
FWM
780
Focused Wealth Management
New York
$28K – – –
NP
781
NorthRock Partners
Minnesota
$27K -$251K -2,018 -91%
MIM
782
Macroview Investment Management
Maryland
$27K +$5.6K +45 +28%
PC
783
Permanens Capital
New York
$26K – – –
TCM
784
TD Capital Management
Tennessee
$25K -$1.74K -14 -7%
BCI
785
Brinker Capital Investments
Pennsylvania
$25K – – –
APWM
786
Atlas Private Wealth Management
New York
$24K +$23.1K +186 New
EAM
787
Eukles Asset Management
Ohio
$21K -$19.9K -160 -50%
PWMG
788
Prestige Wealth Management Group
New Jersey
$21K -$124 -1 -0.6%
DTIM
789
Danda Trouve Investment Management
Kansas
$20K +$18.7K +150 New
SAM
790
S.A. Mason
Michigan
$19K +$17.8K +143 New
TF
791
TimeScale Financial
Massachusetts
$18K – – –
ACA
792
Aptus Capital Advisors
Alabama
$18K +$6.1K +49 +52%
CIAS
793
CBIZ Investment Advisory Services
Ohio
$17K – – –
CCM
794
Covington Capital Management
California
$17K – – –
PCIA
795
Prime Capital Investment Advisors
Kansas
$17K – – –
CBT
796
Capital Bank & Trust
California
$17K +$16.5K +133 New
JWM
797
Janiczek Wealth Management
Colorado
$16K – – –
VNA
798
Valley National Advisers
Pennsylvania
$16K – – –
RFM
799
Royal Fund Management
Florida
$16K +$15.4K +124 New
SFA
800
Stewardship Financial Advisors
Georgia
$16K +$15.6K +125 New
30 31
32
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