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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1601
Financial Consulate
Maryland
$66.7K – – –
CNBT
1602
Cornerstone National Bank & Trust
Illinois
$64.5K – – –
FPF
1603
First Pacific Financial
Washington
$64.4K +$66K +305 New
PAG
1604
Paladin Advisory Group
Iowa
$63.8K – – –
WPWM
1605
Western Pacific Wealth Management
Illinois
$63.6K – – –
HPIA
1606
Hamilton Point Investment Advisors
North Carolina
$62.1K – – –
MDCM
1607
Morgan Dempsey Capital Management
Wisconsin
$59.1K – – –
MHR
1608
Matthew Hamilton Rosenberg
$58.9K -$217 -1 -0.4%
TWIM
1609
TIAA Wealth Investment Management
New York
$58.3K +$60.8K +281 New
SGK
1610
Steigerwald Gordon & Koch
Virginia
$58.3K – – –
OHWP
1611
Oak Harbor Wealth Partners
North Carolina
$57.2K – – –
BH
1612
Burk Holdings
Oklahoma
$56.8K +$58.2K +269 New
NRG
1613
Nemes Rush Group
Michigan
$56.2K – – –
RF
1614
Roxbury Financial
New Jersey
$55.4K – – –
GCM
1615
Gunpowder Capital Management
Maryland
$55.1K – – –
PCM
1616
Palouse Capital Management
Washington
$54.7K – – –
ANBT
1617
American National Bank & Trust
Texas
$53.6K -$23.8K -110 -30%
APW
1618
Aventura Private Wealth
Florida
$52.6K +$53.9K +249 New
AA
1619
Addison Advisors
Vermont
$52.2K +$13.2K +61 +33%
TCM
1620
TD Capital Management
Tennessee
$49.8K -$8.88K -41 -15%
HWA
1621
HHM Wealth Advisors
Tennessee
$47.5K – – –
TAR
1622
Trask Adam Roland
$47.5K +$48.7K +225 New
CTWM
1623
Cherry Tree Wealth Management
Minnesota
$44.8K – – –
RPC
1624
Rossmore Private Capital
Connecticut
$44.6K – – –
SWIM
1625
Smallwood Wealth Investment Management
New Jersey
$44.1K – – –
63 64
65
66 67