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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1501
Fourth Dimension Wealth
Ohio
$41.3K – – –
PWM
1502
Peck Wealth Management
New York
$40.1K +$39K +194 New
AP
1503
Atwood & Palmer
Missouri
$40K +$201 +1 +0.5%
AA
1504
Addison Advisors
Vermont
$38.4K – – –
ME
1505
McIlrath & Eck
Washington
$38.2K – – –
PWMA
1506
Pension & Wealth Management Advisors
Massachusetts
$37.6K +$201 +1 +0.6%
TWM
1507
Tripletail Wealth Management
Florida
$36.5K +$35.1K +175 New
NRG
1508
Nemes Rush Group
Michigan
$36.3K +$201 +1 +0.6%
KC
1509
Knuff & Co
California
$36.1K -$5.02K -25 -13%
CFFP
1510
Center for Financial Planning
Michigan
$32.4K +$31.5K +157 New
CWP
1511
Concord Wealth Partners
Virginia
$32K – – –
AW
1512
Avion Wealth
Texas
$32K -$5.83K -29 -16%
HAP
1513
Harbor Asset Planning
Massachusetts
$31.7K +$201 +1 +0.7%
KTC
1514
Kentucky Trust Company
Kentucky
$31K – – –
TAM
1515
Tucker Asset Management
Colorado
$30.8K – – –
PAM
1516
Palisade Asset Management
Minnesota
$29.1K +$28.3K +141 New
USAA
1517
United Services Automobile Association
Texas
$27.5K – – –
GWM
1518
Grand Wealth Management
Michigan
$26.8K – – –
PS
1519
Pinney & Scofield
Massachusetts
$26.6K -$803 -4 -3%
BTD
1520
BankPlus Trust Department
Mississippi
$25.6K – – –
TAM
1521
Townsend Asset Management
North Carolina
$25.4K – – –
RWM
1522
RMG Wealth Management
Wisconsin
$25K – – –
FGAM
1523
Financial Gravity Asset Management
Texas
$24.8K +$24.1K +120 New
CMA
1524
Cedar Mountain Advisors
Oregon
$24.5K +$23.7K +118 New
DCM
1525
Davis Capital Management
Florida
$23.1K +$22.5K +112 New
59 60
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