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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
526
Blankinship & Foster
California
$863K – – –
OWA
527
One Wealth Advisors
California
$862K +$312K +2,204 +49%
PP
528
Prudential plc
United Kingdom
$852K -$2.86M -20,200 -75%
RIA
529
Realta Investment Advisors
Delaware
$852K +$4.53K +32 +0.5%
AA
530
Argent Advisors
Louisiana
$851K -$52.4K -370 -5%
PCI
531
Planning Center Inc
Illinois
$845K – – –
JIC
532
Johnson Investment Counsel
Ohio
$844K +$63.9K +451 +7%
CSPIA
533
Cary Street Partners Investment Advisory
Virginia
$838K +$62.5K +441 +7%
CDIA
534
Capital Directions Investment Advisors
Georgia
$837K -$923K -6,513 Closed
BONH
535
Bank of New Hampshire
New Hampshire
$835K -$28.3K -200 -3%
MSA
536
Marino Stram & Associates
Massachusetts
$831K +$142 +1 +0%
WWM
537
Windsor Wealth Management
Indiana
$824K – – –
ACM
538
Advisors Capital Management
New Jersey
$822K +$793K +5,600 New
BIM
539
Bridges Investment Management
Nebraska
$820K -$35.4K -250 -4%
PPW
540
PACK Private Wealth
Minnesota
$818K – – –
BZWA
541
Blue Zone Wealth Advisors
California
$816K -$2.26M -15,955 -72%
GT
542
Glenmede Trust
Pennsylvania
$816K -$115K -814 -11%
TIM
543
Thompson Investment Management
Wisconsin
$815K -$21.4K -151 -2%
CG
544
Corundum Group
Colorado
$815K +$898K +6,341 New
AWA
545
Alta Wealth Advisors
Massachusetts
$812K – – –
TIA
546
Tiemann Investment Advisors
California
$809K -$46.2K -326 -5%
LA
547
Legacy Advisors
Pennsylvania
$801K – – –
TFO
548
Tarbox Family Office
California
$798K – – –
NSB
549
Norway Savings Bank
Maine
$788K -$46.8K -330 -5%
FPCG
550
Forum Private Client Group
Indiana
$788K -$1.13K -8 -0.1%
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