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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
576
Catalyst Private Wealth
California
$611K +$609K +4,137 New
CPO
577
Cerity Partners OCIO
New York
$606K -$8.9M -60,418 -94%
PCG
578
Private Capital Group
Connecticut
$599K +$184K +1,252 +45%
DAS
579
Dynamic Advisor Solutions
Arizona
$598K -$94.6K -642 -14%
PWA
580
Physician Wealth Advisors
Utah
$597K +$16.4K +111 +3%
MPCG
581
Matrix Private Capital Group
New York
$591K – – –
TTWM
582
TCV Trust & Wealth Management
Virginia
$588K -$3.68K -25 -0.6%
TW
583
Towerpoint Wealth
California
$588K – – –
SCA
584
Snowden Capital Advisors
New York
$587K +$41.5K +282 +8%
BBHC
585
Brown Brothers Harriman & Co
New York
$574K -$502K -3,407 -47%
CIAS
586
Capital Investment Advisory Services
North Carolina
$574K -$179K -1,218 -24%
CWP
587
Corepath Wealth Partners
Arizona
$573K – – –
CGA
588
Crescent Grove Advisors
Illinois
$572K +$571K +3,876 New
PS
589
Planned Solutions
California
$570K +$100K +681 +21%
CAM
590
Concorde Asset Management
Michigan
$566K +$51.8K +352 +10%
NAM
591
NTV Asset Management
West Virginia
$565K – – –
NDSI
592
Newman Dignan & Sheerar Inc
Rhode Island
$559K – – –
TFS
593
TrustCore Financial Services
Tennessee
$544K -$15.5K -105 -3%
WAP
594
Wealthcare Advisory Partners
Pennsylvania
$534K +$144K +977 +37%
WIC
595
Whitegate Investment Counselors
New Hampshire
$533K – – –
PMAM
596
Picton Mahoney Asset Management
Ontario, Canada
$532K – – –
AWA
597
ARQ Wealth Advisors
Arizona
$530K – – –
MG
598
Mather Group
Illinois
$528K -$497K -3,373 -49%
BA
599
Bellwether Advisors
Nebraska
$527K +$13.3K +90 +3%
MCP
600
Mirador Capital Partners
California
$527K +$525K +3,566 New
22 23
24
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