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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LGW
1701
Leslie Global Wealth
Illinois
– -$2.11M -10,220 Closed
TWP
1702
Total Wealth Planning
Ohio
– -$1.87M -9,043 Closed
AWA
1703
Arete Wealth Advisors
Illinois
– -$1.4M -6,794 Closed
SP
1704
Sherman Porfolios
Idaho
– -$1.04M -5,037 Closed
IUHSA
1705
Itau Unibanco Holding S.A.
Brazil
– -$1.01M -4,895 Closed
MMHP
1706
Murphy Middleton Hinkle & Parker
Georgia
– -$880K -4,263 Closed
MSFS
1707
Main Street Financial Solutions
Pennsylvania
– -$753K -3,646 Closed
PPWM
1708
PFG Private Wealth Management
Florida
– -$665K -3,221 Closed
MPCL
1709
My Personal CFO LLC
Washington
– -$643K -3,114 Closed
CPRC
1710
Consolidated Portfolio Review Corp
New York
– -$642K -3,107 Closed
LFA
1711
LGT Financial Advisors
Texas
– -$633K -3,067 Closed
EF
1712
Empowered Funds
Pennsylvania
– -$574K -2,778 Closed
TGAM
1713
TBH Global Asset Management
Tennessee
– -$543K -2,630 Closed
BSSFA
1714
Baron Silver Stevens Financial Advisors
Florida
– -$426K -2,063 Closed
LWM
1715
Lighthouse Wealth Management
Ohio
– -$425K -2,060 Closed
FOA
1716
Five Oceans Advisors
California
– -$397K -1,924 Closed
WW
1717
Westshore Wealth
California
– -$384K -1,859 Closed
FA
1718
Fountainhead AM
New Jersey
– -$366K -1,771 Closed
CIM
1719
Cambria Investment Management
California
– -$361K -1,750 Closed
CWM
1720
Crowley Wealth Management
Delaware
– -$347K -1,682 Closed
TLFA
1721
True Link Financial Advisors
California
– -$312K -1,513 Closed
GS
1722
GTS Securities
Florida
– -$312K -1,510 Closed
GWM
1723
Greenhouse Wealth Management
Connecticut
– -$275K -1,330 Closed
NWA
1724
Navis Wealth Advisors
New York
– -$245K -1,187 Closed
SIM
1725
Synergy Investment Management
Florida
– -$236K -1,145 Closed
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