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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1726
GTS Securities
Florida
– -$312K -1,510 Closed
GWM
1727
Greenhouse Wealth Management
Connecticut
– -$275K -1,330 Closed
NWA
1728
Navis Wealth Advisors
New York
– -$245K -1,187 Closed
SIM
1729
Synergy Investment Management
Florida
– -$236K -1,145 Closed
PA
1730
Persium Advisors
Georgia
– -$233K -1,126 Closed
GWA
1731
Gutierrez Wealth Advisory
Arkansas
– -$225K -1,090 Closed
EGWAG
1732
Elwood & Goetz Wealth Advisory Group
Georgia
– -$216K -1,046 Closed
ACA
1733
Ascension Capital Advisors
Texas
– -$213K -1,033 Closed
FWA
1734
FSC Wealth Advisors
New York
– -$211K -1,023 Closed
WQ
1735
Wealth Quarterback
New Jersey
– -$200K -969 Closed
JWM
1736
JPL Wealth Management
Colorado
– -$184K -893 Closed
GFWA
1737
Grey Fox Wealth Advisors
Delaware
– -$116K -563 Closed
FLP
1738
Financial Life Planners
Arizona
– -$114K -550 Closed
CCM
1739
Chilton Capital Management
Texas
– -$77K -373 Closed
TCM
1740
TruNorth Capital Management
Michigan
– -$73.3K -355 Closed
RA
1741
Rise Advisors
New York
– -$53K -256 Closed
OC
1742
Oakworth Capital
Alabama
– -$50.8K -246 Closed
CCM
1743
Cloud Capital Management
Washington
– -$45K -221 Closed
TWM
1744
Tripletail Wealth Management
Florida
– -$36.5K -175 Closed
PAM
1745
Palisade Asset Management
Minnesota
– -$29.1K -141 Closed
RWM
1746
RMG Wealth Management
Wisconsin
– -$25K -120 Closed
HWA
1747
Heartwood Wealth Advisors
Virginia
– -$20.9K -101 Closed
SIC
1748
SJS Investment Consulting
Ohio
– -$12K -58 Closed
VCM
1749
Viewpoint Capital Management
Washington
– -$7.64K -37 Closed
RCM
1750
Richardson Capital Management
Wisconsin
– -$5.37K -26 Closed
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