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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1501
Colonial Trust Advisors
South Carolina
$20.4K -$992 -5 -4%
BIG
1502
Brooklyn Investment Group
New York
$19.5K +$20.2K +102 New
FGA
1503
Fortis Group Advisors
New Jersey
$19.1K – – –
QPBE
1504
Quintet Private Bank (Europe)
Luxembourg
$19.1K – – –
TC
1505
Truvestments Capital
Florida
$19.1K – – –
DFC
1506
DB Fitzpatrick & Co
Idaho
$18.1K – – –
HFM
1507
Hartford Financial Management
Connecticut
$17.9K – – –
ITIM
1508
Indiana Trust & Investment Management
Indiana
$17.6K – – –
RWM
1509
Ruedi Wealth Management
Illinois
$17.2K – – –
BAM
1510
Bellevue Asset Management
Washington
$16.4K +$17.1K +86 New
FMP
1511
Financial Management Professionals
Texas
$16.2K -$5.75K -29 -25%
DF
1512
DecisionPoint Financial
Arizona
$15.5K – – –
FWM
1513
FSA Wealth Management
Massachusetts
$15.3K – – –
SIM
1514
Studio Investment Management
Illinois
$14.9K – – –
MA
1515
Modus Advisors
Minnesota
$14.9K +$15.5K +78 New
HHGA
1516
Halbert Hargrove Global Advisors
California
$14.3K +$14.9K +75 New
PWM
1517
Parkworth Wealth Management
California
$14.1K +$14.7K +74 New
POIA
1518
Pin Oak Investment Advisors
Texas
$14K – – –
TFA
1519
Toth Financial Advisory
Virginia
$13.6K – – –
ANBT
1520
American National Bank & Trust
Texas
$13.6K – – –
CT
1521
Coastline Trust
Rhode Island
$13.4K – – –
HWM
1522
Hemington Wealth Management
Virginia
$13K – – –
PFG
1523
Putney Financial Group
California
$12.2K +$12.7K +64 New
PIS
1524
POM Investment Strategies
North Carolina
$12K – – –
AG
1525
AmeriFlex Group
Nevada
$12K +$12.1K +61 New
59 60
61
62 63