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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1676
Knuff & Co
California
$39.7K – – –
OL
1677
one8zero8 LLC
North Carolina
$39.7K +$39.1K +175 New
FFG
1678
Forum Finance Group
$39K – – –
T
1679
TrustBank
Illinois
$38.8K – – –
ITIM
1680
Indiana Trust & Investment Management
Indiana
$38.4K -$4.91K -22 -12%
TCM
1681
TD Capital Management
Tennessee
$38.3K -$15K -67 -28%
SWAG
1682
Spectrum Wealth Advisory Group
California
$38.1K +$37.5K +168 New
SG
1683
Sankala Group
Colorado
$37.7K – – –
WA
1684
Walsh & Associates
Florida
$37.2K +$10.3K +46 +39%
HAP
1685
Harbor Asset Planning
Massachusetts
$35.3K +$223 +1 +0.6%
GP
1686
Guardian Partners
Canada
$35.2K +$34.6K +155 New
VL
1687
Vima LLC
Michigan
$35.2K +$34.6K +155 New
CFO
1688
Colony Family Offices
North Carolina
$35K – – –
KTC
1689
Kentucky Trust Company
Kentucky
$34.1K – – –
HIC
1690
Hamrick Investment Counsel
Washington
$31.8K -$46.2K -207 -60%
HC
1691
Hurley Capital
New York
$29.7K +$223 +1 +0.8%
AW
1692
Avion Wealth
Texas
$29K – – –
RWM
1693
RMG Wealth Management
Wisconsin
$28.4K – – –
TAM
1694
Townsend Asset Management
North Carolina
$27.9K – – –
FGC
1695
Financial Gravity Companies
Texas
$27.2K +$26.8K +120 New
DCM
1696
Davis Capital Management
Florida
$25.4K – – –
AWM
1697
Abound Wealth Management
Tennessee
$25.3K – – –
FFA
1698
Frazier Financial Advisors
Ohio
$25.2K – – –
GWM
1699
Gilpin Wealth Management
Colorado
$25K -$1.12K -5 -4%
CMA
1700
Cedar Mountain Advisors
Oregon
$24.9K +$223 +1 +0.9%
66 67
68
69 70