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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1376
Avion Wealth
Texas
$35K +$190 +1 +0.6%
FAM
1377
Flaharty Asset Management
Florida
$34.3K +$33.1K +174 New
CWM
1378
CarsonAllaria Wealth Management
Illinois
$32.2K +$1.14K +6 +4%
PBK
1379
Peoples Bank (Kansas)
Kansas
$32.1K – – –
CPG
1380
Cornerstone Planning Group
New Jersey
$30.9K -$29.1K -153 -49%
NIC
1381
Northwest Investment Counselors
Oregon
$30.8K +$29.6K +156 New
DCM
1382
Davis Capital Management
Florida
$30.6K +$8.17K +43 +38%
APW
1383
Atlantic Private Wealth
North Carolina
$28.1K -$50.3K -265 -65%
CWP
1384
Concord Wealth Partners
Virginia
$27.7K +$190 +1 +0.7%
GWM
1385
Grand Wealth Management
Michigan
$25.6K – – –
GWANC
1386
Guardian Wealth Advisors (North Carolina)
North Carolina
$24.8K – – –
TAM
1387
Townsend Asset Management
North Carolina
$24.3K – – –
VCM
1388
Versant Capital Management
Arizona
$24.3K – – –
VWWMG
1389
Vermillion & White Wealth Management Group
Pennsylvania
$23.9K – – –
CTA
1390
Colonial Trust Advisors
South Carolina
$22.1K – – –
FMP
1391
Financial Management Professionals
Texas
$22K – – –
AWM
1392
Abound Wealth Management
Tennessee
$22K – – –
FFA
1393
Frazier Financial Advisors
Ohio
$21.9K – – –
RTL
1394
Red Tortoise LLC
Georgia
$21.7K – – –
RI
1395
Ridgewood Investments
New Jersey
$21.5K – – –
FGA
1396
Fortis Group Advisors
New Jersey
$19.7K – – –
WOSD
1397
WFA of San Diego
California
$19.7K – – –
QPBE
1398
Quintet Private Bank (Europe)
Luxembourg
$19.7K +$2.47K +13 +15%
TC
1399
Truvestments Capital
Florida
$19.7K +$19K +100 New
DFC
1400
DB Fitzpatrick & Co
Idaho
$18.7K – – –
54 55
56
57 58