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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1601
Smallwood Wealth Investment Management
New Jersey
$44.3K -$20.7K -99 -32%
AW
1602
Ankerstar Wealth
Texas
$43.7K +$43.2K +206 New
IIM
1603
IFC & Insurance Marketing
California
$43K +$42.3K +202 New
AF
1604
Abound Financial
California
$42.8K +$42.3K +202 New
JFA
1605
JNBA Financial Advisors
Minnesota
$42.5K – – –
DSC
1606
Duncker Streett & Co
Missouri
$42.4K – – –
FDW
1607
Fourth Dimension Wealth
Ohio
$42.4K – – –
GLA
1608
Great Lakes Advisors
Illinois
$42.3K +$39.8K +190 +1,900%
AP
1609
Atwood & Palmer
Missouri
$41.3K +$210 +1 +0.5%
PWM
1610
Peck Wealth Management
New York
$41.1K – – –
GK
1611
Graney & King
New York
$40.9K -$25.8K -123 -39%
AA
1612
Addison Advisors
Vermont
$39.4K – – –
PWMA
1613
Pension & Wealth Management Advisors
Massachusetts
$38.8K – – –
ME
1614
McIlrath & Eck
Washington
$37.1K -$2.1K -10 -5%
KC
1615
Knuff & Co
California
$37.1K – – –
AWM
1616
Abound Wealth Management
Tennessee
$36.8K -$76.5K -365 -68%
T
1617
TrustBank
Illinois
$36.3K +$35.8K +171 New
BFP
1618
Birchwood Financial Partners
Minnesota
$35.7K +$35.2K +168 New
SG
1619
Sankala Group
Colorado
$35.3K +$33.3K +159 New
HIC
1620
Hamrick Investment Counsel
Washington
$33.9K +$33.5K +160 New
HAP
1621
Harbor Asset Planning
Massachusetts
$32.8K – – –
KFAS
1622
Keating Financial Advisory Services
Kansas
$32.7K +$32.3K +154 New
KTC
1623
Kentucky Trust Company
Kentucky
$31.8K – – –
B
1624
Birchbrook
Maine
$30.8K +$30.4K +145 New
RA
1625
Ransom Advisory
Rhode Island
$30.5K +$30.2K +144 New
63 64
65
66 67