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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1601
Abound Financial
California
– -$38.5K -202 Closed
IWMA
1602
Ironwood Wealth Management (Arizona)
Arizona
– -$37.4K -196 Closed
SIC
1603
SJS Investment Consulting
Ohio
– -$36.8K -193 Closed
IWM
1604
IMG Wealth Management
Florida
– -$34.5K -181 Closed
FAM
1605
Flaharty Asset Management
Florida
– -$33.2K -174 Closed
PBK
1606
Peoples Bank (Kansas)
Kansas
– -$31.1K -163 Closed
UFF
1607
USA Financial Formulas
Michigan
– -$29K -152 Closed
MSWM
1608
Mowery & Schoenfeld Wealth Management
Illinois
– -$28.8K -151 Closed
CCM
1609
Cloud Capital Management
Washington
– -$27K -146 Closed
DWM
1610
Dogwood Wealth Management
Kansas
– -$24.2K -127 Closed
RWM
1611
Ruedi Wealth Management
Illinois
– -$17.2K -90 Closed
SIM
1612
Studio Investment Management
Illinois
– -$14.9K -78 Closed
EF
1613
Elite Financial
Idaho
– -$10K -57 Closed
VWA
1614
Valued Wealth Advisors
Utah
– -$9.91K -52 Closed
MSWA
1615
Marshall & Sterling Wealth Advisors
New York
– -$8.08K -42 Closed
BCM
1616
Blume Capital Management
California
– -$5.72K -30 Closed
VNA
1617
Valley National Advisers
Pennsylvania
– -$5K -29 Closed
IHWM
1618
Iron Horse Wealth Management
Iowa
– -$3.81K -20 Closed
AFS
1619
Anderson Financial Strategies
Ohio
– -$3.43K -18 Closed
MBFW
1620
Morton Brown Family Wealth
Pennsylvania
– -$3.43K -18 Closed
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