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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1676
First Bancorp
Maine
$45.4K +$44.7K +200 New
AP
1677
Atwood & Palmer
Missouri
$44.5K +$223 +1 +0.5%
PWM
1678
Peck Wealth Management
New York
$44K – – –
GK
1679
Graney & King
New York
$43.8K – – –
KFAS
1680
Keating Financial Advisory Services
Kansas
$43.6K +$4.91K +22 +13%
PWMA
1681
Pension & Wealth Management Advisors
Massachusetts
$40.3K -$1.34K -6 -3%
KC
1682
Knuff & Co
California
$39.7K – – –
OL
1683
one8zero8 LLC
North Carolina
$39.7K +$39.1K +175 New
FFG
1684
Forum Finance Group
$39K – – –
T
1685
TrustBank
Illinois
$38.8K – – –
ITIM
1686
Indiana Trust & Investment Management
Indiana
$38.4K -$4.91K -22 -12%
TCM
1687
TD Capital Management
Tennessee
$38.3K -$15K -67 -28%
SWAG
1688
Spectrum Wealth Advisory Group
California
$38.1K +$37.5K +168 New
SG
1689
Sankala Group
Colorado
$37.7K – – –
WA
1690
Walsh & Associates
Florida
$37.2K +$10.3K +46 +39%
HAP
1691
Harbor Asset Planning
Massachusetts
$35.3K +$223 +1 +0.6%
GP
1692
Guardian Partners
Canada
$35.2K +$34.6K +155 New
VL
1693
Vima LLC
Michigan
$35.2K +$34.6K +155 New
CFO
1694
Colony Family Offices
North Carolina
$35K – – –
KTC
1695
Kentucky Trust Company
Kentucky
$34.1K – – –
HIC
1696
Hamrick Investment Counsel
Washington
$31.8K -$46.2K -207 -60%
HC
1697
Hurley Capital
New York
$29.7K +$223 +1 +0.8%
AW
1698
Avion Wealth
Texas
$29K – – –
RWM
1699
RMG Wealth Management
Wisconsin
$28.4K – – –
TAM
1700
Townsend Asset Management
North Carolina
$27.9K – – –
66 67
68
69 70