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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MDCM
1601
Morgan Dempsey Capital Management
Wisconsin
$59.1K – – –
MHR
1602
Matthew Hamilton Rosenberg
$58.9K -$217 -1 -0.4%
TWIM
1603
TIAA Wealth Investment Management
New York
$58.3K +$60.8K +281 New
SGK
1604
Steigerwald Gordon & Koch
Virginia
$58.3K – – –
OHWP
1605
Oak Harbor Wealth Partners
North Carolina
$57.2K – – –
BH
1606
Burk Holdings
Oklahoma
$56.8K +$58.2K +269 New
NRG
1607
Nemes Rush Group
Michigan
$56.2K – – –
RF
1608
Roxbury Financial
New Jersey
$55.4K – – –
GCM
1609
Gunpowder Capital Management
Maryland
$55.1K – – –
PCM
1610
Palouse Capital Management
Washington
$54.7K – – –
ANBT
1611
American National Bank & Trust
Texas
$53.6K -$23.8K -110 -30%
APW
1612
Aventura Private Wealth
Florida
$52.6K +$53.9K +249 New
AA
1613
Addison Advisors
Vermont
$52.2K +$13.2K +61 +33%
TCM
1614
TD Capital Management
Tennessee
$49.8K -$8.88K -41 -15%
HWA
1615
HHM Wealth Advisors
Tennessee
$47.5K – – –
TAR
1616
Trask Adam Roland
$47.5K +$48.7K +225 New
CTWM
1617
Cherry Tree Wealth Management
Minnesota
$44.8K – – –
RPC
1618
Rossmore Private Capital
Connecticut
$44.6K – – –
SWIM
1619
Smallwood Wealth Investment Management
New Jersey
$44.1K – – –
AW
1620
Ankerstar Wealth
Texas
$43.3K -$217 -1 -0.5%
AF
1621
Abound Financial
California
$42.7K – – –
JFA
1622
JNBA Financial Advisors
Minnesota
$42.3K – – –
MAM
1623
Morse Asset Management
Connecticut
$42.2K -$3.03K -14 -7%
DSC
1624
Duncker Streett & Co
Missouri
$42.2K – – –
FDW
1625
Fourth Dimension Wealth
Ohio
$42.2K – – –
63 64
65
66 67