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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1476
Western Pacific Wealth Management
Illinois
$62.2K – – –
HWA
1477
HHM Wealth Advisors
Tennessee
$59.5K +$12.7K +63 +28%
MHR
1478
Matthew Hamilton Rosenberg
$57.8K -$803 -4 -1%
MDCM
1479
Morgan Dempsey Capital Management
Wisconsin
$57.8K – – –
TCM
1480
TD Capital Management
Tennessee
$57.1K – – –
SGK
1481
Steigerwald Gordon & Koch
Virginia
$57K +$55.4K +276 New
CFO
1482
Colony Family Offices
North Carolina
$56.4K -$30.9K -154 -36%
OHWP
1483
Oak Harbor Wealth Partners
North Carolina
$56K – – –
RF
1484
Roxbury Financial
New Jersey
$54.1K – – –
PCM
1485
Palouse Capital Management
Washington
$53.5K – – –
RA
1486
Rise Advisors
New York
$53K +$201 +1 +0.4%
OC
1487
Oakworth Capital
Alabama
$50.8K – – –
CBT
1488
Crews Bank & Trust
Florida
$46.7K – – –
CCM
1489
Cloud Capital Management
Washington
$45K +$44.4K +221 New
MAM
1490
Morse Asset Management
Connecticut
$44.2K – – –
CTWM
1491
Cherry Tree Wealth Management
Minnesota
$43.8K – – –
RPC
1492
Rossmore Private Capital
Connecticut
$43.6K +$42.4K +211 New
JFA
1493
JNBA Financial Advisors
Minnesota
$41.4K – – –
DSC
1494
Duncker Streett & Co
Missouri
$41.3K – – –
FDW
1495
Fourth Dimension Wealth
Ohio
$41.3K – – –
PWM
1496
Peck Wealth Management
New York
$40.1K +$39K +194 New
AP
1497
Atwood & Palmer
Missouri
$40K +$201 +1 +0.5%
AA
1498
Addison Advisors
Vermont
$38.4K – – –
ME
1499
McIlrath & Eck
Washington
$38.2K – – –
PWMA
1500
Pension & Wealth Management Advisors
Massachusetts
$37.6K +$201 +1 +0.6%
58 59
60
61 62