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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1501
FSA Wealth Management
Massachusetts
$15.2K – – –
SIM
1502
Studio Investment Management
Illinois
$14.9K – – –
CTA
1503
Colonial Trust Advisors
South Carolina
$14.3K -$6.19K -32 -30%
HHGA
1504
Halbert Hargrove Global Advisors
California
$14.3K – – –
PWM
1505
Parkworth Wealth Management
California
$14.1K – – –
TFA
1506
Toth Financial Advisory
Virginia
$13.5K – – –
CT
1507
Coastline Trust
Rhode Island
$13.3K – – –
HWM
1508
Hemington Wealth Management
Virginia
$13K +$194 +1 +1%
CF
1509
Collier Financial
Colorado
$12.9K -$3.91M -20,200 -100%
PFG
1510
Putney Financial Group
California
$12.2K – – –
RF
1511
Robinswood Financial
Washington
$11.7K – – –
CAM
1512
Chesapeake Asset Management
New York
$11.6K – – –
FMB
1513
Field & Main Bank
Kentucky
$11.6K – – –
PIP
1514
Peachtree Investment Partners
Florida
$11K – – –
EF
1515
Elite Financial
Idaho
$10K +$11K +57 New
VWA
1516
Valued Wealth Advisors
Utah
$9.91K +$3.48K +18 +53%
WIM
1517
Westside Investment Management
California
$9.53K +$9.68K +50 New
MSWA
1518
Marshall & Sterling Wealth Advisors
New York
$8.08K -$194 -1 -2%
POIA
1519
Pin Oak Investment Advisors
Texas
$8K -$2.9K -15 -21%
OCM
1520
Orion Capital Management
California
$7.7K – – –
NMG
1521
New Millennium Group
Utah
$7.01K – – –
BCM
1522
Blume Capital Management
California
$5.72K – – –
RMC
1523
Resources Management Corp
Connecticut
$5K – – –
VNA
1524
Valley National Advisers
Pennsylvania
$5K – – –
CVM
1525
Cheviot Value Management
California
$4.06K +$4.26K +22 New
59 60
61
62 63