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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
1026
American State Bank (Iowa)
Iowa
$9.9K – – –
FRA
1027
Front Row Advisors
California
$9K – – –
PIP
1028
Peachtree Investment Partners
Florida
$9K – – –
TFA
1029
Toth Financial Advisory
Virginia
$9K – – –
NC
1030
NewSquare Capital
Pennsylvania
$9K +$10.2K +72 New
HI
1031
Hudock Inc
Pennsylvania
$8K -$3.26K -23 -26%
FMB
1032
Field & Main Bank
Kentucky
$8K – – –
FCA
1033
FinTrust Capital Advisors
South Carolina
$8K – – –
ODG
1034
O'Dell Group
Ohio
$4K – – –
TAM
1035
Tucker Asset Management
Colorado
$3.73K +$3.68K +26 New
HWP
1036
Highline Wealth Partners
California
$3.6K +$3.97K +28 New
VNA
1037
Valley National Advisers
Pennsylvania
$3K -$14.2K -100 -80%
EWA
1038
EverSource Wealth Advisors
Alabama
$3K -$1.98K -14 -34%
HS
1039
Horan Securities
United States
$3K – – –
IHWM
1040
Iron Horse Wealth Management
Iowa
$3K – – –
TCWA
1041
Ten Capital Wealth Advisors
Washington
$3K – – –
GWMI
1042
Guardian Wealth Management (Illinois)
Illinois
$3K +$2.98K +21 New
NL
1043
NVWM LLC
Pennsylvania
$3K +$3.12K +22 New
ICM
1044
Islay Capital Management
Texas
$2K – – –
AWA
1045
Artemis Wealth Advisors
New York
$1.04K – – –
UFF
1046
USA Financial Formulas
Michigan
$1K -$9.63K -68 -89%
PP
1047
PFS Partners
New Jersey
$258 – – –
CCWA
1048
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$93.4M -679,771 Closed
PRS
1049
Pinkerton Retirement Specialists
Idaho
– -$21.1M -153,211 Closed
B
1050
Barings
North Carolina
– -$15.2M -110,622 Closed
40 41
42
43 44