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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
576
Hardy Reed
Mississippi
$898K +$883K +6,188 New
AC
577
AWM Capital
Arizona
$893K – – –
JIC
578
Johnson Investment Counsel
Ohio
$892K -$59.2K -415 -6%
PPW
579
PACK Private Wealth
Minnesota
$889K -$33.1K -232 -4%
GT
580
Glenmede Trust
Pennsylvania
$888K -$33K -231 -4%
FPCG
581
Forum Private Client Group
Indiana
$880K -$9.71K -68 -1%
LSPW
582
Lake Street Private Wealth
Illinois
$876K -$382K -2,675 -31%
LC
583
Lindbrook Capital
California
$874K -$6.85K -48 -0.8%
WE
584
Wealth Effects
Massachusetts
$870K +$857K +6,000 New
CSPIA
585
Cary Street Partners Investment Advisory
Virginia
$867K -$78.1K -547 -8%
GG
586
Gofen & Glossberg
Illinois
$865K -$19.8K -139 -2%
WCP
587
Wick Capital Partners
Pennsylvania
$856K -$135K -946 -14%
TFO
588
Tarbox Family Office
California
$842K – – –
BS
589
Boenning & Scattergood
Pennsylvania
$840K -$14.1K -99 -2%
WAP
590
Wealthcare Advisory Partners
Pennsylvania
$840K +$89.8K +629 +12%
NSB
591
Norway Savings Bank
Maine
$834K -$55K -385 -6%
CB
592
Community Bank
New York
$830K – – –
AT
593
American Trust
Kentucky
$826K +$211K +1,479 +35%
CPSC
594
Carl P. Sherr & Co
Massachusetts
$818K -$41.3K -289 -5%
LWANC
595
Laurel Wealth Advisors (North Carolina)
North Carolina
$816K -$13.4K -94 -2%
NCG
596
Newport Capital Group
New Jersey
$816K -$821K -5,752 -51%
ACM
597
Advisors Capital Management
New Jersey
$812K – – –
FMTC
598
Farmers & Merchants Trust Company
California
$811K +$55.2K +387 +7%
QCG
599
Quadrant Capital Group
Ohio
$809K – – –
OFS
600
OneAscent Financial Services
Alabama
$808K +$795K +5,571 New
22 23
24
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