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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1751
Oasis Advisors
Iowa
– -$308K -1,454 Closed
YIH
1752
Y-Intercept (HK)
Hong Kong
– -$307K -1,447 Closed
CCMG
1753
Clark Capital Management Group
Pennsylvania
– -$280K -1,321 Closed
CI
1754
Cambiar Investors
Colorado
– -$275K -1,296 Closed
FWM
1755
FSR Wealth Management
Illinois
– -$266K -1,252 Closed
LS
1756
Leelyn Smith
Illinois
– -$244K -1,152 Closed
WS
1757
Wilian Securities
Minnesota
– -$243K -1,144 Closed
SFP
1758
Strategic Financial Partners
Oregon
– -$242K -1,143 Closed
SG
1759
Stanich Group
New York
– -$227K -1,072 Closed
MHB
1760
Midwest Heritage Bank
Iowa
– -$227K -1,070 Closed
VCP
1761
Vista Capital Partners
Oregon
– -$227K -1,069 Closed
AWM
1762
Axxcess Wealth Management
California
– -$225K -1,063 Closed
TCWM
1763
Total Clarity Wealth Management
Illinois
– -$218K -1,026 Closed
PPWP
1764
Premier Path Wealth Partners
New Jersey
– -$216K -1,018 Closed
RP
1765
Riverwater Partners
Wisconsin
– -$210K -988 Closed
FIM
1766
Freedom Investment Management
Connecticut
– -$207K -977 Closed
OWA
1767
Oak Wealth Advisors
Illinois
– -$206K -972 Closed
AI
1768
Accredited Investors
Minnesota
– -$204K -962 Closed
OC
1769
Optima Capital
Oregon
– -$188K -888 Closed
CP
1770
Covenant Partners
Tennessee
– -$131K -620 Closed
WWA
1771
Wealth Watch Advisors
Colorado
– -$80.2K -378 Closed
EF
1772
Entrust Financial
Pennsylvania
– -$49.6K -234 Closed
CWP
1773
Concord Wealth Partners
Virginia
– -$46K -217 Closed
IIM
1774
IFC & Insurance Marketing
California
– -$43K -202 Closed
DRP
1775
Decker Retirement Planning
Utah
– -$26.4K -125 Closed
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