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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
826
Steph & Co
Wisconsin
– -$248K -1,903 Closed
WSTAM
827
Wilbanks Smith & Thomas Asset Management
Virginia
– -$242K -1,859 Closed
RCA
828
Rex Capital Advisors
Rhode Island
– -$240K -1,845 Closed
GIA
829
Guyasuta Investment Advisors
Pennsylvania
– -$240K -1,842 Closed
HCIA
830
Hochman Cole Investment Advisors
Illinois
– -$239K -1,836 Closed
SB
831
Simmons Bank
Arkansas
– -$238K -1,832 Closed
MWM
832
Modera Wealth Management
New Jersey
– -$235K -1,805 Closed
FNT
833
First National Trust
Pennsylvania
– -$234K -1,802 Closed
CWM
834
CCG Wealth Management
California
– -$230K -1,771 Closed
CBN
835
Cadence Bank NA
Texas
– -$229K -1,758 Closed
TWM
836
Titus Wealth Management
California
– -$225K -1,732 Closed
FNBOO
837
First National Bank of Omaha
Nebraska
– -$223K -1,716 Closed
MCM
838
Murphy Capital Management
New Jersey
– -$221K -1,700 Closed
WA
839
Waverly Advisors
Alabama
– -$222K -1,694 Closed
CFS
840
CRA Financial Services
New Jersey
– -$217K -1,670 Closed
IFS
841
Ifrah Financial Services
Arkansas
– -$216K -1,662 Closed
VDI
842
Vaughan David Investments
Illinois
– -$216K -1,662 Closed
LP
843
LGL Partners
Pennsylvania
– -$216K -1,661 Closed
PS
844
Portfolio Strategies
New York
– -$215K -1,653 Closed
WA1
845
Wimmer Associates 1
California
– -$215K -1,650 Closed
LSA
846
L & S Advisors
California
– -$213K -1,634 Closed
AL
847
Aspiriant LLC
California
– -$210K -1,617 Closed
PA
848
Parkside Advisors
California
– -$208K -1,597 Closed
AF
849
Alerus Financial
North Dakota
– -$203K -1,561 Closed
CG
850
Caprock Group
Idaho
– -$203K -1,560 Closed
32 33
34
35 36