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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1501
Tripletail Wealth Management
Florida
$36.5K +$35.1K +175 New
NRG
1502
Nemes Rush Group
Michigan
$36.3K +$201 +1 +0.6%
KC
1503
Knuff & Co
California
$36.1K -$5.02K -25 -13%
CFFP
1504
Center for Financial Planning
Michigan
$32.4K +$31.5K +157 New
CWP
1505
Concord Wealth Partners
Virginia
$32K – – –
AW
1506
Avion Wealth
Texas
$32K -$5.83K -29 -16%
HAP
1507
Harbor Asset Planning
Massachusetts
$31.7K +$201 +1 +0.7%
KTC
1508
Kentucky Trust Company
Kentucky
$31K – – –
TAM
1509
Tucker Asset Management
Colorado
$30.8K – – –
PAM
1510
Palisade Asset Management
Minnesota
$29.1K +$28.3K +141 New
USAA
1511
United Services Automobile Association
Texas
$27.5K – – –
GWM
1512
Grand Wealth Management
Michigan
$26.8K – – –
PS
1513
Pinney & Scofield
Massachusetts
$26.6K -$803 -4 -3%
BTD
1514
BankPlus Trust Department
Mississippi
$25.6K – – –
TAM
1515
Townsend Asset Management
North Carolina
$25.4K – – –
RWM
1516
RMG Wealth Management
Wisconsin
$25K – – –
FGAM
1517
Financial Gravity Asset Management
Texas
$24.8K +$24.1K +120 New
CMA
1518
Cedar Mountain Advisors
Oregon
$24.5K +$23.7K +118 New
DCM
1519
Davis Capital Management
Florida
$23.1K +$22.5K +112 New
FFA
1520
Frazier Financial Advisors
Ohio
$22.9K – – –
RTL
1521
Red Tortoise LLC
Georgia
$22.9K +$201 +1 +0.9%
HWA
1522
Heartwood Wealth Advisors
Virginia
$20.9K +$20.3K +101 New
FGA
1523
Fortis Group Advisors
New Jersey
$20.7K – – –
TC
1524
Truvestments Capital
Florida
$20.7K – – –
PGAM
1525
Princeton Global Asset Management
New Jersey
$20.7K +$20.1K +100 New
59 60
61
62 63