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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
1026
RE Dickinson Investment Advisors
Iowa
$14K -$295 -2 -2%
C
1027
Covestor
United Kingdom
$14K +$5.31K +36 +57%
WOSD
1028
WFA of San Diego
California
$14K +$14.8K +100 New
SIS
1029
Sound Income Strategies
Florida
$14K +$15.1K +102 New
AWM
1030
Abound Wealth Management
Tennessee
$13.4K +$1.33K +9 +10%
BL
1031
Balentine LLC
Georgia
$13K – – –
HFM
1032
Hartford Financial Management
Connecticut
$13K – – –
PO
1033
Private Ocean
California
$13K – – –
LFASL
1034
Lugano Financial Advisors SA (LFA)
Switzerland
$13K +$14.8K +100 New
HI
1035
Hudock Inc
Pennsylvania
$12K -$148 -1 -1%
BEI
1036
Benjamin Edwards Inc
Missouri
$12K +$1.33K +9 +11%
SWA
1037
Sutton Wealth Advisors
Florida
$11.2K +$12.1K +82 New
MAM
1038
Meeder Asset Management
Ohio
$11K -$7.53K -51 -38%
GI
1039
Gradient Investments
Minnesota
$11K -$4.13K -28 -27%
HWA
1040
HHM Wealth Advisors
Tennessee
$11K -$2.21K -15 -16%
AIA
1041
Armor Investment Advisors
North Carolina
$11K – – –
CAGAS
1042
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
FCB
1043
First Command Bank
Texas
$11K – – –
FCFS
1044
First Command Financial Services
Texas
$11K – – –
SIM
1045
Studio Investment Management
Illinois
$11K +$11.5K +78 New
WWP
1046
WR Wealth Planners
Missouri
$10.8K +$148 +1 +1%
ASBI
1047
American State Bank (Iowa)
Iowa
$10.6K – – –
FRA
1048
Front Row Advisors
California
$10K – – –
PIP
1049
Peachtree Investment Partners
Florida
$10K – – –
TFA
1050
Toth Financial Advisory
Virginia
$10K – – –
40 41
42
43 44