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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1526
Frazier Financial Advisors
Ohio
$22.9K – – –
RTL
1527
Red Tortoise LLC
Georgia
$22.9K +$201 +1 +0.9%
HWA
1528
Heartwood Wealth Advisors
Virginia
$20.9K +$20.3K +101 New
FGA
1529
Fortis Group Advisors
New Jersey
$20.7K – – –
TC
1530
Truvestments Capital
Florida
$20.7K – – –
PGAM
1531
Princeton Global Asset Management
New Jersey
$20.7K +$20.1K +100 New
DFC
1532
DB Fitzpatrick & Co
Idaho
$19.6K – – –
HFM
1533
Hartford Financial Management
Connecticut
$19.2K – – –
ITIM
1534
Indiana Trust & Investment Management
Indiana
$19K – – –
FMP
1535
Financial Management Professionals
Texas
$17.6K – – –
DF
1536
DecisionPoint Financial
Arizona
$16.8K – – –
IRC
1537
Investors Research Corp
Georgia
$16.7K +$16.3K +81 New
FWM
1538
FSA Wealth Management
Massachusetts
$16.5K – – –
HHGA
1539
Halbert Hargrove Global Advisors
California
$15.5K – – –
CTA
1540
Colonial Trust Advisors
South Carolina
$15.5K – – –
BAM
1541
Bellevue Asset Management
Washington
$15.3K -$2.61K -13 -15%
HWM
1542
Hemington Wealth Management
Virginia
$15K – – –
TFA
1543
Toth Financial Advisory
Virginia
$14.7K – – –
CT
1544
Coastline Trust
Rhode Island
$14.5K – – –
WWM
1545
Wolff Wiese Magana
California
$13.2K +$12.9K +64 New
TC
1546
Trust Company
Kansas
$13K -$21.5K -107 -63%
CAM
1547
Chesapeake Asset Management
New York
$12.6K – – –
FMB
1548
Field & Main Bank
Kentucky
$12.6K – – –
PIP
1549
Peachtree Investment Partners
Florida
$12.1K – – –
SIC
1550
SJS Investment Consulting
Ohio
$12K +$11.6K +58 New
60 61
62
63 64