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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
651
First Foundation Advisors
California
– -$333K -2,918 Closed
HPWM
652
Highland Private Wealth Management
Washington
– -$328K -2,873 Closed
KFGK
653
Keystone Financial Group (Kentucky)
Kentucky
– -$411K -2,837 Closed
PAS
654
Partnervest Advisory Services
California
– -$284K -2,490 Closed
OC
655
Oarsman Capital
Wisconsin
– -$253K -2,218 Closed
BPC
656
Banque Pictet & Cie
Switzerland
– -$228K -2,000 Closed
PNAA
657
Pictet North America Advisors
Switzerland
– -$228K -2,000 Closed
AAM
658
Aureus Asset Management
Massachusetts
– -$228K -1,994 Closed
SE
659
Summit Equities
New Jersey
– -$219K -1,915 Closed
UWPG
660
Ullmann Wealth Partners Group
Florida
– -$210K -1,841 Closed
GLA
661
Good Life Advisors
Pennsylvania
– -$213K -1,837 Closed
FNT
662
First National Trust
Pennsylvania
– -$207K -1,809 Closed
CBN
663
Cadence Bank NA
Texas
– -$201K -1,758 Closed
RFM
664
Royal Fund Management
Florida
– -$140K -1,230 Closed
STA
665
Summit Trail Advisors
New York
– -$127K -1,110 Closed
PWM
666
Paulson Wealth Management
Illinois
– -$89K -780 Closed
FFG
667
Ford Financial Group
California
– -$80K -695 Closed
KFA
668
Kabarec Financial Advisors
Illinois
– -$22K -193 Closed
BAM
669
Brave Asset Management
New Jersey
– -$19K -162 Closed
FGC
670
Financial Gravity Companies
Texas
– -$13K -109 Closed
TC
671
Telemus Capital
Michigan
– -$11K -100 Closed
KJWM
672
Kiley Juergens Wealth Management
Washington
– -$4K -37 Closed
NPC
673
National Planning Corporation
California
– -$3.56K -31 Closed
IP
674
Isthmus Partners
Wisconsin
– -$2K -15 Closed
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