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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
526
TBH Global Asset Management
Tennessee
$869K +$56.7K +400 +6%
FCI
527
Financial Counselors Inc
Kansas
$868K +$35.4K +250 +4%
BF
528
Blankinship & Foster
California
$863K – – –
OWA
529
One Wealth Advisors
California
$862K +$312K +2,204 +49%
PP
530
Prudential plc
United Kingdom
$852K -$2.86M -20,200 -75%
RIA
531
Realta Investment Advisors
Delaware
$852K +$4.53K +32 +0.5%
AA
532
Argent Advisors
Louisiana
$851K -$52.4K -370 -5%
PCI
533
Planning Center Inc
Illinois
$845K – – –
JIC
534
Johnson Investment Counsel
Ohio
$844K +$63.9K +451 +7%
CSPIA
535
Cary Street Partners Investment Advisory
Virginia
$838K +$62.5K +441 +7%
CDIA
536
Capital Directions Investment Advisors
Georgia
$837K -$923K -6,513 Closed
BONH
537
Bank of New Hampshire
New Hampshire
$835K -$28.3K -200 -3%
MSA
538
Marino Stram & Associates
Massachusetts
$831K +$142 +1 +0%
WWM
539
Windsor Wealth Management
Indiana
$824K – – –
ACM
540
Advisors Capital Management
New Jersey
$822K +$793K +5,600 New
BIM
541
Bridges Investment Management
Nebraska
$820K -$35.4K -250 -4%
PPW
542
PACK Private Wealth
Minnesota
$818K – – –
BZWA
543
Blue Zone Wealth Advisors
California
$816K -$2.26M -15,955 -72%
GT
544
Glenmede Trust
Pennsylvania
$816K -$115K -814 -11%
TIM
545
Thompson Investment Management
Wisconsin
$815K -$21.4K -151 -2%
CG
546
Corundum Group
Colorado
$815K +$898K +6,341 New
AWA
547
Alta Wealth Advisors
Massachusetts
$812K – – –
TIA
548
Tiemann Investment Advisors
California
$809K -$46.2K -326 -5%
LA
549
Legacy Advisors
Pennsylvania
$801K – – –
TFO
550
Tarbox Family Office
California
$798K – – –
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