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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1576
Essential Partners
California
$73.2K -$10.5K -50 -13%
FC
1577
Financial Consulate
Maryland
$67K – – –
CNBT
1578
Cornerstone National Bank & Trust
Illinois
$64.7K – – –
PAG
1579
Paladin Advisory Group
Iowa
$64K – – –
WPWM
1580
Western Pacific Wealth Management
Illinois
$63.9K – – –
HPIA
1581
Hamilton Point Investment Advisors
North Carolina
$62.3K +$61.6K +294 New
MHR
1582
Matthew Hamilton Rosenberg
$59.4K – – –
MDCM
1583
Morgan Dempsey Capital Management
Wisconsin
$59.4K – – –
TCM
1584
TD Capital Management
Tennessee
$58.7K – – –
SGK
1585
Steigerwald Gordon & Koch
Virginia
$58.5K – – –
CFO
1586
Colony Family Offices
North Carolina
$57.9K – – –
OHWP
1587
Oak Harbor Wealth Partners
North Carolina
$57.5K – – –
NRG
1588
Nemes Rush Group
Michigan
$56.3K +$18.9K +90 +51%
RF
1589
Roxbury Financial
New Jersey
$55.6K – – –
GCM
1590
Gunpowder Capital Management
Maryland
$55.4K +$54.7K +261 New
PCM
1591
Palouse Capital Management
Washington
$54.9K – – –
TAM
1592
Tucker Asset Management
Colorado
$52.8K +$21K +100 +67%
HC
1593
Hurley Capital
New York
$50.3K +$49.7K +237 New
EF
1594
Entrust Financial
Pennsylvania
$49.6K +$49K +234 New
CBT
1595
Crews Bank & Trust
Florida
$47.9K – – –
HWA
1596
HHM Wealth Advisors
Tennessee
$47.7K -$13.2K -63 -22%
CWP
1597
Concord Wealth Partners
Virginia
$46K +$13K +62 +40%
MAM
1598
Morse Asset Management
Connecticut
$45.4K – – –
CTWM
1599
Cherry Tree Wealth Management
Minnesota
$45K – – –
RPC
1600
Rossmore Private Capital
Connecticut
$44.7K – – –
62 63
64
65 66