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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1501
Coastline Trust
Rhode Island
$13.3K – – –
HWM
1502
Hemington Wealth Management
Virginia
$13K +$194 +1 +1%
CF
1503
Collier Financial
Colorado
$12.9K -$3.91M -20,200 -100%
PFG
1504
Putney Financial Group
California
$12.2K – – –
RF
1505
Robinswood Financial
Washington
$11.7K – – –
CAM
1506
Chesapeake Asset Management
New York
$11.6K – – –
FMB
1507
Field & Main Bank
Kentucky
$11.6K – – –
PIP
1508
Peachtree Investment Partners
Florida
$11K – – –
EF
1509
Elite Financial
Idaho
$10K +$11K +57 New
VWA
1510
Valued Wealth Advisors
Utah
$9.91K +$3.48K +18 +53%
WIM
1511
Westside Investment Management
California
$9.53K +$9.68K +50 New
MSWA
1512
Marshall & Sterling Wealth Advisors
New York
$8.08K -$194 -1 -2%
POIA
1513
Pin Oak Investment Advisors
Texas
$8K -$2.9K -15 -21%
OCM
1514
Orion Capital Management
California
$7.7K – – –
NMG
1515
New Millennium Group
Utah
$7.01K – – –
BCM
1516
Blume Capital Management
California
$5.72K – – –
RMC
1517
Resources Management Corp
Connecticut
$5K – – –
VNA
1518
Valley National Advisers
Pennsylvania
$5K – – –
CVM
1519
Cheviot Value Management
California
$4.06K +$4.26K +22 New
FGAM
1520
Financial Gravity Asset Management
Texas
$4K +$4.06K +21 New
IHWM
1521
Iron Horse Wealth Management
Iowa
$3.81K – – –
UOTTAIMCU
1522
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.81K +$3.87K +20 New
MBFW
1523
Morton Brown Family Wealth
Pennsylvania
$3.43K – – –
AFS
1524
Anderson Financial Strategies
Ohio
$3.43K +$3.48K +18 New
AWM
1525
Atticus Wealth Management
Florida
$3.24K – – –
59 60
61
62 63