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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ISFAN
1776
Investor's Fiduciary Advisor Network
Washington
– -$1.52M -7,208 Closed
PIA
1777
Pinion Investment Advisors
Kansas
– -$1.25M -5,935 Closed
PCS
1778
Personal CFO Solutions
New Jersey
– -$1.22M -5,796 Closed
MAM
1779
Milestone Asset Management
Pennsylvania
– -$968K -4,582 Closed
QFA
1780
Quattro Financial Advisors
Texas
– -$914K -4,327 Closed
AWA
1781
ARQ Wealth Advisors
Arizona
– -$677K -3,206 Closed
MA
1782
Mosaic Advisors
Texas
– -$627K -2,844 Closed
SWM
1783
Stockman Wealth Management
Montana
– -$591K -2,800 Closed
ARA
1784
Alexander Randolph Advisory
Virginia
– -$523K -2,476 Closed
PW
1785
Potentia Wealth
California
– -$508K -2,407 Closed
EWA
1786
Emergent Wealth Advisors
New York
– -$453K -2,145 Closed
BHPW
1787
Beverly Hills Private Wealth
California
– -$409K -1,939 Closed
PCM
1788
Payne Capital Management
New York
– -$408K -1,932 Closed
EA
1789
Everpar Advisors
Oklahoma
– -$306K -1,450 Closed
VCM
1790
Vivaldi Capital Management
Illinois
– -$303K -1,433 Closed
IFA
1791
Interactive Financial Advisors
Illinois
– -$287K -1,357 Closed
SFG
1792
Sather Financial Group
Texas
– -$268K -1,268 Closed
PS
1793
Planned Solutions
California
– -$268K -1,267 Closed
CPC
1794
Consolidated Planning Corp
Georgia
– -$262K -1,240 Closed
RA
1795
Riverstone Advisors
Texas
– -$254K -1,202 Closed
WC
1796
Westwind Capital
New Mexico
– -$252K -1,193 Closed
PAW
1797
Plan A Wealth
Nebraska
– -$246K -1,165 Closed
TFP
1798
TrueWealth Financial Partners
Washington
– -$244K -1,156 Closed
BOJHT
1799
Bank of Jackson Hole Trust
Wyoming
– -$242K -1,147 Closed
CFAM
1800
Center For Asset Management
Florida
– -$242K -1,147 Closed
70 71
72
73 74