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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1376
Cornerstone Planning Group
New Jersey
$30.9K -$29.1K -153 -49%
NIC
1377
Northwest Investment Counselors
Oregon
$30.8K +$29.6K +156 New
DCM
1378
Davis Capital Management
Florida
$30.6K +$8.17K +43 +38%
APW
1379
Atlantic Private Wealth
North Carolina
$28.1K -$50.3K -265 -65%
CWP
1380
Concord Wealth Partners
Virginia
$27.7K +$190 +1 +0.7%
GWM
1381
Grand Wealth Management
Michigan
$25.6K – – –
GWANC
1382
Guardian Wealth Advisors (North Carolina)
North Carolina
$24.8K – – –
TAM
1383
Townsend Asset Management
North Carolina
$24.3K – – –
VCM
1384
Versant Capital Management
Arizona
$24.3K – – –
VWWMG
1385
Vermillion & White Wealth Management Group
Pennsylvania
$23.9K – – –
CTA
1386
Colonial Trust Advisors
South Carolina
$22.1K – – –
FMP
1387
Financial Management Professionals
Texas
$22K – – –
AWM
1388
Abound Wealth Management
Tennessee
$22K – – –
FFA
1389
Frazier Financial Advisors
Ohio
$21.9K – – –
RTL
1390
Red Tortoise LLC
Georgia
$21.7K – – –
RI
1391
Ridgewood Investments
New Jersey
$21.5K – – –
FGA
1392
Fortis Group Advisors
New Jersey
$19.7K – – –
WOSD
1393
WFA of San Diego
California
$19.7K – – –
QPBE
1394
Quintet Private Bank (Europe)
Luxembourg
$19.7K +$2.47K +13 +15%
TC
1395
Truvestments Capital
Florida
$19.7K +$19K +100 New
DFC
1396
DB Fitzpatrick & Co
Idaho
$18.7K – – –
HFM
1397
Hartford Financial Management
Connecticut
$18.5K – – –
ITIM
1398
Indiana Trust & Investment Management
Indiana
$18.1K – – –
RWM
1399
Ruedi Wealth Management
Illinois
$17.7K – – –
DF
1400
DecisionPoint Financial
Arizona
$16K – – –
54 55
56
57 58