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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1576
Almanack Investment Partners
Pennsylvania
– -$423K -2,218 Closed
FH
1577
Financial Harvest
Florida
– -$423K -2,214 Closed
MMM
1578
Mendel Money Management
Illinois
– -$408K -2,137 Closed
ACP
1579
Aveo Capital Partners
Colorado
– -$392K -2,052 Closed
EE
1580
EWG Elevate
California
– -$325K -1,704 Closed
IFWM
1581
Institute for Wealth Management
Colorado
– -$324K -1,697 Closed
FIB
1582
First Interstate Bank
Montana
– -$317K -1,663 Closed
WA
1583
WESPAC Advisors
California
– -$296K -1,550 Closed
HFW
1584
Horizon Family Wealth
Illinois
– -$291K -1,524 Closed
FCFC
1585
First Citizens Financial Corp
Iowa
– -$273K -1,431 Closed
ML
1586
McAdam LLC
Pennsylvania
– -$272K -1,426 Closed
PPWM
1587
Perissos Private Wealth Management
Oklahoma
– -$271K -1,419 Closed
NIA
1588
NIA Impact Advisors
California
– -$262K -1,374 Closed
FNBTCON
1589
First National Bank & Trust Co of Newtown
Pennsylvania
– -$251K -1,317 Closed
BKA
1590
Brick & Kyle Associates
Pennsylvania
– -$234K -1,226 Closed
HCWM
1591
Hidden Cove Wealth Management
Washington
– -$234K -1,226 Closed
OPPS
1592
Obsidian Personal Planning Solutions
Maryland
– -$228K -1,161 Closed
VAM
1593
Vienna Asset Management
California
– -$220K -1,152 Closed
LGG
1594
Luts & Greenleigh Group
Maryland
– -$220K -1,151 Closed
MCCP
1595
Mission Creek Capital Partners
California
– -$217K -1,135 Closed
AWM
1596
Accurate Wealth Management
Florida
– -$212K -1,127 Closed
MC
1597
Mathes Company
New York
– -$210K -1,100 Closed
TWA
1598
TCI Wealth Advisors
Arizona
– -$210K -1,100 Closed
CHJWM
1599
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$214K -1,091 Closed
BTIM
1600
BancFirst Trust & Investment Management
Oklahoma
– -$208K -1,090 Closed
62 63
64
65 66