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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1576
Paladin Advisory Group
Iowa
$64K – – –
WPWM
1577
Western Pacific Wealth Management
Illinois
$63.9K – – –
HPIA
1578
Hamilton Point Investment Advisors
North Carolina
$62.3K +$61.6K +294 New
MHR
1579
Matthew Hamilton Rosenberg
$59.4K – – –
MDCM
1580
Morgan Dempsey Capital Management
Wisconsin
$59.4K – – –
TCM
1581
TD Capital Management
Tennessee
$58.7K – – –
SGK
1582
Steigerwald Gordon & Koch
Virginia
$58.5K – – –
CFO
1583
Colony Family Offices
North Carolina
$57.9K – – –
OHWP
1584
Oak Harbor Wealth Partners
North Carolina
$57.5K – – –
NRG
1585
Nemes Rush Group
Michigan
$56.3K +$18.9K +90 +51%
RF
1586
Roxbury Financial
New Jersey
$55.6K – – –
GCM
1587
Gunpowder Capital Management
Maryland
$55.4K +$54.7K +261 New
PCM
1588
Palouse Capital Management
Washington
$54.9K – – –
TAM
1589
Tucker Asset Management
Colorado
$52.8K +$21K +100 +67%
HC
1590
Hurley Capital
New York
$50.3K +$49.7K +237 New
EF
1591
Entrust Financial
Pennsylvania
$49.6K +$49K +234 New
CBT
1592
Crews Bank & Trust
Florida
$47.9K – – –
HWA
1593
HHM Wealth Advisors
Tennessee
$47.7K -$13.2K -63 -22%
CWP
1594
Concord Wealth Partners
Virginia
$46K +$13K +62 +40%
MAM
1595
Morse Asset Management
Connecticut
$45.4K – – –
CTWM
1596
Cherry Tree Wealth Management
Minnesota
$45K – – –
RPC
1597
Rossmore Private Capital
Connecticut
$44.7K – – –
SWIM
1598
Smallwood Wealth Investment Management
New Jersey
$44.3K -$20.7K -99 -32%
AW
1599
Ankerstar Wealth
Texas
$43.7K +$43.2K +206 New
IIM
1600
IFC & Insurance Marketing
California
$43K +$42.3K +202 New
62 63
64
65 66