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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
1501
DB Fitzpatrick & Co
Idaho
$18.1K – – –
HFM
1502
Hartford Financial Management
Connecticut
$17.9K – – –
ITIM
1503
Indiana Trust & Investment Management
Indiana
$17.6K – – –
RWM
1504
Ruedi Wealth Management
Illinois
$17.2K – – –
BAM
1505
Bellevue Asset Management
Washington
$16.4K +$17.1K +86 New
FMP
1506
Financial Management Professionals
Texas
$16.2K -$5.75K -29 -25%
DF
1507
DecisionPoint Financial
Arizona
$15.5K – – –
FWM
1508
FSA Wealth Management
Massachusetts
$15.3K – – –
SIM
1509
Studio Investment Management
Illinois
$14.9K – – –
MA
1510
Modus Advisors
Minnesota
$14.9K +$15.5K +78 New
HHGA
1511
Halbert Hargrove Global Advisors
California
$14.3K +$14.9K +75 New
PWM
1512
Parkworth Wealth Management
California
$14.1K +$14.7K +74 New
POIA
1513
Pin Oak Investment Advisors
Texas
$14K – – –
TFA
1514
Toth Financial Advisory
Virginia
$13.6K – – –
ANBT
1515
American National Bank & Trust
Texas
$13.6K – – –
CT
1516
Coastline Trust
Rhode Island
$13.4K – – –
HWM
1517
Hemington Wealth Management
Virginia
$13K – – –
PFG
1518
Putney Financial Group
California
$12.2K +$12.7K +64 New
PIS
1519
POM Investment Strategies
North Carolina
$12K – – –
AG
1520
AmeriFlex Group
Nevada
$12K +$12.1K +61 New
RF
1521
Robinswood Financial
Washington
$11.7K -$2.18K -11 -15%
CAM
1522
Chesapeake Asset Management
New York
$11.6K – – –
FMB
1523
Field & Main Bank
Kentucky
$11.6K – – –
ACA
1524
American Capital Advisory
Idaho
$11.3K +$11.7K +59 New
PIP
1525
Peachtree Investment Partners
Florida
$11K +$198 +1 +2%
59 60
61
62 63