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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1326
Ridgewood Investments
New Jersey
$19.8K +$19.9K +109 New
AWM
1327
Atticus Wealth Management
Florida
$18.9K -$81.4K -447 -81%
QPBE
1328
Quintet Private Bank (Europe)
Luxembourg
$18.2K – – –
FGA
1329
Fortis Group Advisors
New Jersey
$18.2K – – –
WOSD
1330
WFA of San Diego
California
$18.2K +$18.2K +100 New
DFC
1331
DB Fitzpatrick & Co
Idaho
$17.3K – – –
HFM
1332
Hartford Financial Management
Connecticut
$17.1K – – –
PIS
1333
POM Investment Strategies
North Carolina
$16.9K -$6.19M -34,012 -100%
ITIM
1334
Indiana Trust & Investment Management
Indiana
$16.7K – – –
RWM
1335
Ruedi Wealth Management
Illinois
$16.4K – – –
JWM
1336
Janiczek Wealth Management
Colorado
$15.8K – – –
GI
1337
Gradient Investments
Minnesota
$15.7K – – –
DF
1338
DecisionPoint Financial
Arizona
$15.4K – – –
POIA
1339
Pin Oak Investment Advisors
Texas
$15K – – –
SIM
1340
Studio Investment Management
Illinois
$14.2K – – –
TFA
1341
Toth Financial Advisory
Virginia
$12.9K – – –
ANBT
1342
American National Bank & Trust
Texas
$12.9K +$12.9K +71 New
FRA
1343
Front Row Advisors
California
$12.7K – – –
FPF
1344
First Pacific Financial
Washington
$12.6K -$9.11K -50 -42%
CSWG
1345
Cardinal Strategic Wealth Guidance
Kentucky
$12K -$64.5K -354 -84%
FMB
1346
Field & Main Bank
Kentucky
$11.1K – – –
PIP
1347
Peachtree Investment Partners
Florida
$10.4K – – –
MPWT
1348
MassMutual Private Wealth & Trust
Connecticut
$9.1K +$9.11K +50 New
CMP
1349
Coston McIsaac & Partners
Maine
$9K -$10K -55 -51%
VAG
1350
VisionPoint Advisory Group
Texas
$8.92K -$28.4K -156 -76%
52 53
54
55 56