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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1701
Birchwood Financial Partners
Minnesota
$24.9K -$13K -58 -35%
WIM
1702
Westside Investment Management
California
$23.8K +$6.7K +30 +40%
HHCP
1703
Hilton Head Capital Partners
South Carolina
$23.8K -$3.35K -15 -13%
CFSG
1704
Community Financial Services Group
Vermont
$22.8K – – –
B
1705
Bayban
Minnesota
$22.7K – – –
FGA
1706
Fortis Group Advisors
New Jersey
$22.7K – – –
TC
1707
Truvestments Capital
Florida
$22.7K – – –
GLA
1708
Great Lakes Advisors
Illinois
$21.9K +$19K +85 +708%
SFAM
1709
Sawyer Falduto Asset Management
Illinois
$21.8K – – –
DFC
1710
DB Fitzpatrick & Co
Idaho
$21.6K – – –
HFM
1711
Hartford Financial Management
Connecticut
$21.1K – – –
PS
1712
Pinney & Scofield
Massachusetts
$19.8K -$893 -4 -4%
FMP
1713
Financial Management Professionals
Texas
$19.3K – – –
MCI
1714
MRP Capital Investments
Georgia
$17.3K – – –
HHGA
1715
Halbert Hargrove Global Advisors
California
$17K – – –
BAM
1716
Bellevue Asset Management
Washington
$17K – – –
1L
1717
10Elms LLP
Oklahoma
$16.9K +$16.5K +74 New
OCM
1718
Orion Capital Management
California
$16.6K +$5.14K +23 +46%
TFA
1719
Toth Financial Advisory
Virginia
$16.1K – – –
CT
1720
Coastline Trust
Rhode Island
$15.9K – – –
NA
1721
Networth Advisors
Pennsylvania
$15.2K -$8.71K -39 -37%
CTA
1722
Colonial Trust Advisors
South Carolina
$14.8K – – –
TWM
1723
Timmons Wealth Management
Massachusetts
$14.7K – – –
WWM
1724
Wolff Wiese Magana
California
$14.5K – – –
TC
1725
Trust Company
Kansas
$14.3K – – –
67 68
69
70 71