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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
1726
Elwood & Goetz Wealth Advisory Group
Georgia
– -$216K -1,046 Closed
ACA
1727
Ascension Capital Advisors
Texas
– -$213K -1,033 Closed
FWA
1728
FSC Wealth Advisors
New York
– -$211K -1,023 Closed
WQ
1729
Wealth Quarterback
New Jersey
– -$200K -969 Closed
JWM
1730
JPL Wealth Management
Colorado
– -$184K -893 Closed
GFWA
1731
Grey Fox Wealth Advisors
Delaware
– -$116K -563 Closed
FLP
1732
Financial Life Planners
Arizona
– -$114K -550 Closed
CCM
1733
Chilton Capital Management
Texas
– -$77K -373 Closed
TCM
1734
TruNorth Capital Management
Michigan
– -$73.3K -355 Closed
RA
1735
Rise Advisors
New York
– -$53K -256 Closed
OC
1736
Oakworth Capital
Alabama
– -$50.8K -246 Closed
CCM
1737
Cloud Capital Management
Washington
– -$45K -221 Closed
TWM
1738
Tripletail Wealth Management
Florida
– -$36.5K -175 Closed
PAM
1739
Palisade Asset Management
Minnesota
– -$29.1K -141 Closed
RWM
1740
RMG Wealth Management
Wisconsin
– -$25K -120 Closed
HWA
1741
Heartwood Wealth Advisors
Virginia
– -$20.9K -101 Closed
SIC
1742
SJS Investment Consulting
Ohio
– -$12K -58 Closed
VCM
1743
Viewpoint Capital Management
Washington
– -$7.64K -37 Closed
RCM
1744
Richardson Capital Management
Wisconsin
– -$5.37K -26 Closed
PPA
1745
Painted Porch Advisors
California
– -$2.89K -14 Closed
MSG
1746
Main Street Group
Virginia
– -$2.48K -12 Closed
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