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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
1701
Financial Gravity Companies
Texas
$27.2K +$26.8K +120 New
DCM
1702
Davis Capital Management
Florida
$25.4K – – –
AWM
1703
Abound Wealth Management
Tennessee
$25.3K – – –
FFA
1704
Frazier Financial Advisors
Ohio
$25.2K – – –
GWM
1705
Gilpin Wealth Management
Colorado
$25K -$1.12K -5 -4%
CMA
1706
Cedar Mountain Advisors
Oregon
$24.9K +$223 +1 +0.9%
BFP
1707
Birchwood Financial Partners
Minnesota
$24.9K -$13K -58 -35%
WIM
1708
Westside Investment Management
California
$23.8K +$6.7K +30 +40%
HHCP
1709
Hilton Head Capital Partners
South Carolina
$23.8K -$3.35K -15 -13%
CFSG
1710
Community Financial Services Group
Vermont
$22.8K – – –
B
1711
Bayban
Minnesota
$22.7K – – –
FGA
1712
Fortis Group Advisors
New Jersey
$22.7K – – –
TC
1713
Truvestments Capital
Florida
$22.7K – – –
GLA
1714
Great Lakes Advisors
Illinois
$21.9K +$19K +85 +708%
SFAM
1715
Sawyer Falduto Asset Management
Illinois
$21.8K – – –
DFC
1716
DB Fitzpatrick & Co
Idaho
$21.6K – – –
HFM
1717
Hartford Financial Management
Connecticut
$21.1K – – –
PS
1718
Pinney & Scofield
Massachusetts
$19.8K -$893 -4 -4%
FMP
1719
Financial Management Professionals
Texas
$19.3K – – –
MCI
1720
MRP Capital Investments
Georgia
$17.3K – – –
HHGA
1721
Halbert Hargrove Global Advisors
California
$17K – – –
BAM
1722
Bellevue Asset Management
Washington
$17K – – –
1L
1723
10Elms LLP
Oklahoma
$16.9K +$16.5K +74 New
OCM
1724
Orion Capital Management
California
$16.6K +$5.14K +23 +46%
TFA
1725
Toth Financial Advisory
Virginia
$16.1K – – –
67 68
69
70 71