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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1601
DKM Wealth Management
California
– -$205K -1,075 Closed
KFGK
1602
Keystone Financial Group (Kentucky)
Kentucky
– -$470K -775 Closed
EF
1603
Empowered Funds
Pennsylvania
– -$133K -698 Closed
VHAM
1604
Van Hulzen Asset Management
California
– -$120K -631 Closed
WCM
1605
Westend Capital Management
California
– -$94.9K -497 Closed
TCG
1606
Transcendent Capital Group
Oklahoma
– -$82.5K -432 Closed
CAS
1607
Coppell Advisory Solutions
Texas
– -$68.4K -359 Closed
CBT
1608
CoreFirst Bank & Trust
Kansas
– -$67.8K -355 Closed
MRP
1609
Measured Risk Portfolios
California
– -$59.6K -312 Closed
CP
1610
Castleview Partners
Texas
– -$40.5K -213 Closed
CFG
1611
Copley Financial Group
California
– -$35.3K -185 Closed
PCTC
1612
Perkins Coie Trust Company
Washington
– -$34.9K -183 Closed
PFT
1613
Providence First Trust
Arizona
– -$31.5K -165 Closed
DRP
1614
Decker Retirement Planning
Utah
– -$23.7K -124 Closed
VWWMG
1615
Vermillion & White Wealth Management Group
Pennsylvania
– -$23.1K -121 Closed
QPBE
1616
Quintet Private Bank (Europe)
Luxembourg
– -$19.1K -100 Closed
MA
1617
Modus Advisors
Minnesota
– -$14.9K -78 Closed
PIS
1618
POM Investment Strategies
North Carolina
– -$12K -63 Closed
KWM
1619
Kiker Wealth Management
Georgia
– -$9.35K -49 Closed
PCWA
1620
Pacific Capital Wealth Advisors
California
– -$6.68K -35 Closed
FUBT
1621
First United Bank & Trust
Maryland
– -$4.77K -25 Closed
RF
1622
Roxbury Financial
New Jersey
– -$3.76K -18 Closed
RWPA
1623
Richard W. Paul & Associates
Michigan
– -$3.25K -17 Closed
WWA
1624
Wingate Wealth Advisors
Massachusetts
– -$2.88K -15 Closed
FIA
1625
FPC Investment Advisory
California
– -$2.55K -13 Closed
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