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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1051
Windsor Creek Advisors
Vermont
– -$751K -5,161 Closed
SBH
1052
Segall Bryant & Hamill
Illinois
– -$694K -4,775 Closed
CW
1053
CreativeOne Wealth
Kansas
– -$547K -3,759 Closed
WIC
1054
Whitegate Investment Counselors
New Hampshire
– -$524K -3,600 Closed
MA
1055
MCF Advisors
Kentucky
– -$471K -3,236 Closed
CA
1056
Calton & Associates
Florida
– -$468K -3,218 Closed
AI
1057
AXS Investments
New York
– -$404K -2,780 Closed
AC
1058
Addison Capital
Pennsylvania
– -$307K -2,110 Closed
HIP
1059
HUB Investment Partners
Texas
– -$299K -2,059 Closed
IWS
1060
Insight Wealth Strategies
California
– -$283K -1,946 Closed
PCM
1061
Prelude Capital Management
New York
– -$276K -1,900 Closed
LWAC
1062
Laurel Wealth Advisors (California)
California
– -$272K -1,873 Closed
BAMG
1063
Brand Asset Management Group
Missouri
– -$217K -1,490 Closed
CMI
1064
Clare Market Investments
Texas
– -$206K -1,420 Closed
VCP
1065
Vista Capital Partners
Oregon
– -$201K -1,384 Closed
EWA
1066
Evolution Wealth Advisors
Florida
– -$68K -469 Closed
FF
1067
FourThought Financial
Florida
– -$58K -400 Closed
FCM
1068
Firestone Capital Management
Florida
– -$57K -385 Closed
SSW
1069
Smith Shellnut Wilson
Mississippi
– -$49K -339 Closed
WWMSC
1070
Wagner Wealth Management (South Carolina)
South Carolina
– -$43K -281 Closed
CPWM
1071
Cypress Point Wealth Management
Texas
– -$38K -258 Closed
LDFR
1072
Lehman & Derafelo Financial Resources
Pennsylvania
– -$26K -182 Closed
JPLA
1073
Joseph P. Lucia & Associates
New York
– -$25K -175 Closed
RTL
1074
Red Tortoise LLC
Georgia
– -$14K -110 Closed
WIM
1075
Westside Investment Management
California
– -$15 -107 Closed
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