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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1301
Wetzel Investment Advisors
Indiana
$35.2K – – –
AA
1302
Addison Advisors
Vermont
$34.7K – – –
PWMA
1303
Pension & Wealth Management Advisors
Massachusetts
$33.1K +$31.5K +177 New
OC
1304
Oakworth Capital
Alabama
$31.4K – – –
PBK
1305
Peoples Bank (Kansas)
Kansas
$30.4K – – –
CWP
1306
Concord Wealth Partners
Virginia
$29.5K -$34.8K -196 -55%
NIC
1307
Northwest Investment Counselors
Oregon
$29.1K +$27.7K +156 New
CFO
1308
Colony Family Offices
North Carolina
$28.8K – – –
CWM
1309
CarsonAllaria Wealth Management
Illinois
$27.8K +$19.6K +110 +289%
DF
1310
Dunhill Financial
United Kingdom
$26.8K – – –
RTL
1311
Red Tortoise LLC
Georgia
$26.7K +$5.87K +33 +30%
PAM
1312
Palisade Asset Management
Minnesota
$26.3K +$25.1K +141 New
GWM
1313
Grand Wealth Management
Michigan
$24.3K – – –
GWANC
1314
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.5K – – –
VL
1315
Vima LLC
Michigan
$23.5K – – –
TAM
1316
Townsend Asset Management
North Carolina
$23K – – –
VCM
1317
Versant Capital Management
Arizona
$23K – – –
VWWMG
1318
Vermillion & White Wealth Management Group
Pennsylvania
$22.6K +$21.5K +121 New
CPBTD
1319
Central Pacific Bank - Trust Division
Hawaii
$22.5K +$21.5K +121 New
FPF
1320
First Pacific Financial
Washington
$22.2K -$9.24K -52 -30%
FMP
1321
Financial Management Professionals
Texas
$21K +$5.16K +29 +34%
CTA
1322
Colonial Trust Advisors
South Carolina
$20.9K -$3.56K -20 -15%
AWM
1323
Abound Wealth Management
Tennessee
$20.8K – – –
DCM
1324
Davis Capital Management
Florida
$20.8K – – –
FFA
1325
Frazier Financial Advisors
Ohio
$20.7K – – –
51 52
53
54 55