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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
1001
O'Shaughnessy Asset Management
Connecticut
$26K – – –
PCMC
1002
Paragon Capital Management (Colorado)
Colorado
$25K +$24.2K +159 New
HS
1003
Horan Securities
United States
$25K +$24.6K +162 New
TFP
1004
Tilia Fiduciary Partners
North Carolina
$23K +$22.1K +145 New
VNA
1005
Valley National Advisers
Pennsylvania
$20K – – –
AA
1006
Addison Advisors
Vermont
$19K +$18.6K +122 New
M1FG
1007
Mach-1 Financial Group
Arkansas
$18K +$17.5K +115 New
GI
1008
Gradient Investments
Minnesota
$16K -$3.04K -20 -16%
EWM
1009
Edge Wealth Management
New York
$16K – – –
BBPWM
1010
Blue Bell Private Wealth Management
Pennsylvania
$16K +$15.4K +101 New
HWA
1011
HHM Wealth Advisors
Tennessee
$15K -$35K -230 -71%
BL
1012
Balentine LLC
Georgia
$15K – – –
CHC
1013
City Holding Co
West Virginia
$15K +$15.2K +100 New
FAG
1014
Fortitude Advisory Group
Washington
$14K +$13.2K +87 New
AWM
1015
Abound Wealth Management
Tennessee
$13.9K +$13.5K +89 New
HI
1016
Hudock Inc
Pennsylvania
$13K -$304 -2 -2%
BCM
1017
Blume Capital Management
California
$13K +$12.8K +84 New
FCFS
1018
First Command Financial Services
Texas
$12K – – –
AIA
1019
Armor Investment Advisors
North Carolina
$12K +$152 +1 +1%
FCB
1020
First Command Bank
Texas
$11K – – –
FRA
1021
Front Row Advisors
California
$11K – – –
PIP
1022
Peachtree Investment Partners
Florida
$11K – – –
TFA
1023
Toth Financial Advisory
Virginia
$11K – – –
KFS
1024
Kelly Financial Services
Massachusetts
$9.4K – – –
FCA
1025
FinTrust Capital Advisors
South Carolina
$9K – – –
39 40
41
42 43