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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1476
Atlantic Private Wealth
North Carolina
$27.4K +$194 +1 +0.7%
CCM
1477
Cloud Capital Management
Washington
$27K +$28.3K +146 New
PS
1478
Pinney & Scofield
Massachusetts
$26.1K – – –
VWM
1479
Valley Wealth Managers
New Jersey
$25.7K -$148K -766 -85%
TSMHT
1480
Thurston Springer Miller Herd & Titak
Indiana
$25.3K -$3.68K -19 -13%
GWM
1481
Grand Wealth Management
Michigan
$24.8K – – –
DWM
1482
Dogwood Wealth Management
Kansas
$24.2K -$21.3K -110 -46%
TAM
1483
Townsend Asset Management
North Carolina
$23.4K – – –
VCM
1484
Versant Capital Management
Arizona
$23.4K – – –
DCM
1485
Davis Capital Management
Florida
$21.3K – – –
FFA
1486
Frazier Financial Advisors
Ohio
$21.2K -$56.9K -294 -73%
RTL
1487
Red Tortoise LLC
Georgia
$21K – – –
RI
1488
Ridgewood Investments
New Jersey
$20.8K – – –
BIG
1489
Brooklyn Investment Group
New York
$19.4K – – –
FGA
1490
Fortis Group Advisors
New Jersey
$19.1K – – –
TC
1491
Truvestments Capital
Florida
$19.1K – – –
DFC
1492
DB Fitzpatrick & Co
Idaho
$18.1K – – –
HFM
1493
Hartford Financial Management
Connecticut
$17.9K – – –
NWM
1494
Nova Wealth Management
Florida
$17.9K +$10.6K +55 +141%
ITIM
1495
Indiana Trust & Investment Management
Indiana
$17.5K – – –
RWM
1496
Ruedi Wealth Management
Illinois
$17.2K – – –
BAM
1497
Bellevue Asset Management
Washington
$16.4K – – –
FMP
1498
Financial Management Professionals
Texas
$16.2K – – –
HFS
1499
Hantz Financial Services
Michigan
$16K +$16.6K +86 New
DF
1500
DecisionPoint Financial
Arizona
$15.4K – – –
58 59
60
61 62