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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1626
Fourth Dimension Wealth
Ohio
$42.2K – – –
AP
1627
Atwood & Palmer
Missouri
$41.2K – – –
PWM
1628
Peck Wealth Management
New York
$41K – – –
GK
1629
Graney & King
New York
$40.8K – – –
ITIM
1630
Indiana Trust & Investment Management
Indiana
$40.3K +$21.4K +99 +108%
PWMA
1631
Pension & Wealth Management Advisors
Massachusetts
$38.8K +$217 +1 +0.5%
KC
1632
Knuff & Co
California
$37K – – –
ME
1633
McIlrath & Eck
Washington
$37K – – –
IWS
1634
Intentional Wealth Strategies
Colorado
$36.3K +$37.2K +172 New
T
1635
TrustBank
Illinois
$36.1K – – –
FFG
1636
Forum Finance Group
$36K +$45.5K +210 New
KFAS
1637
Keating Financial Advisory Services
Kansas
$35.9K +$3.46K +16 +10%
BFP
1638
Birchwood Financial Partners
Minnesota
$35.5K – – –
RF
1639
RetireMitten Financial
Michigan
$34K +$34.9K +161 New
SG
1640
Sankala Group
Colorado
$33.3K – – –
TWM
1641
TopTier Wealth Management
Wisconsin
$33.2K +$34K +157 New
HAP
1642
Harbor Asset Planning
Massachusetts
$32.7K +$217 +1 +0.6%
CFO
1643
Colony Family Offices
North Carolina
$32.5K -$25.8K -119 -44%
KTC
1644
Kentucky Trust Company
Kentucky
$31.7K – – –
B
1645
Birchbrook
Maine
$30.6K – – –
SFG
1646
Strive Financial Group
Indiana
$30K – – –
AIS
1647
Advocate Investing Services
Maryland
$29.8K +$8.66K +40 +40%
TLFA
1648
True Link Financial Advisors
California
$27.9K +$28.6K +132 New
HC
1649
Hurley Capital
New York
$27.6K -$23.2K -107 -45%
GWM
1650
Grand Wealth Management
Michigan
$27.4K -$2.17K -10 -7%
64 65
66
67 68