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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1526
Kiker Wealth Management
Georgia
$9.35K +$9.72K +49 New
MSWA
1527
Marshall & Sterling Wealth Advisors
New York
$8.06K +$8.53K +43 New
OCM
1528
Orion Capital Management
California
$7.68K +$7.93K +40 New
NWM
1529
Nova Wealth Management
Florida
$7.44K +$7.74K +39 New
NMG
1530
New Millennium Group
Utah
$7.02K – – –
PCWA
1531
Pacific Capital Wealth Advisors
California
$6.68K – – –
VWA
1532
Valued Wealth Advisors
Utah
$6.49K -$28.8K -145 -81%
BCM
1533
Blume Capital Management
California
$5.73K -$58.9K -297 -91%
RMC
1534
Resources Management Corp
Connecticut
$5K – – –
VNA
1535
Valley National Advisers
Pennsylvania
$5K – – –
FUBT
1536
First United Bank & Trust
Maryland
$4.77K – – –
NRG
1537
Nemes Rush Group
Michigan
$4.63K – – –
FGC
1538
Financial Gravity Companies
Texas
$4.01K – – –
IHWM
1539
Iron Horse Wealth Management
Iowa
$3.82K – – –
RF
1540
Roxbury Financial
New Jersey
$3.76K +$3.57K +18 New
MBFW
1541
Morton Brown Family Wealth
Pennsylvania
$3.44K – – –
AWM
1542
Atticus Wealth Management
Florida
$3.25K – – –
RWPA
1543
Richard W. Paul & Associates
Michigan
$3.25K – – –
WWA
1544
Wingate Wealth Advisors
Massachusetts
$2.88K +$2.98K +15 New
PAIM
1545
Punch & Associates Investment Management
Minnesota
$2.86K – – –
ICM
1546
Islay Capital Management
Texas
$2.67K – – –
FIA
1547
FPC Investment Advisory
California
$2.55K – – –
MSG
1548
Main Street Group
Virginia
$2.29K – – –
SAM
1549
Synergy Asset Management
Washington
$1.74K +$1.78K +9 New
BL
1550
BFSG LLC
California
$1.72K – – –
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