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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
576
Realta Investment Advisors
Delaware
$951K -$46.3K -301 -5%
ACIM
577
Azimuth Capital Investment Management
Michigan
$950K -$154 -1 -0%
CSPIA
578
Cary Street Partners Investment Advisory
Virginia
$948K +$12K +78 +1%
PCMC
579
Private Capital Management (Colorado)
Colorado
$945K -$44.9K -292 -5%
TFO
580
Tarbox Family Office
California
$935K – – –
AT
581
American Trust
Kentucky
$934K – – –
FPCG
582
Forum Private Client Group
Indiana
$913K -$3.85K -25 -0.4%
RWA
583
Ropes Wealth Advisors
Massachusetts
$910K +$175K +1,136 +25%
IIC
584
Integrated Investment Consultants
Michigan
$909K +$57.4K +373 +7%
LWANC
585
Laurel Wealth Advisors (North Carolina)
North Carolina
$909K +$2K +13 +0.2%
BFO
586
Boston Family Office
Massachusetts
$908K +$84.2K +547 +11%
BBP
587
Banco BTG Pactual
Brazil
$901K +$860K +5,588 New
CPSC
588
Carl P. Sherr & Co
Massachusetts
$899K -$9.54K -62 -1%
QCG
589
Quadrant Capital Group
Ohio
$899K – – –
EAM
590
Evanson Asset Management
California
$896K +$308 +2 +0%
FWTB
591
First Western Trust Bank
Colorado
$895K – – –
LPAM
592
Lodestar Private Asset Management
California
$890K -$52.5K -341 -6%
SG
593
StoneX Group
New York
$889K -$32.3K -210 -4%
MCCA
594
Mill Creek Capital Advisors
Pennsylvania
$887K – – –
ICG
595
InterOcean Capital Group
Tennessee
$876K -$33.4K -217 -4%
CB
596
Community Bank
New York
$873K – – –
SCA
597
Snowden Capital Advisors
New York
$871K -$360K -2,340 -30%
OWA
598
One Wealth Advisors
California
$863K +$143K +931 +21%
PAMG
599
Patton Albertson Miller Group
Tennessee
$863K -$20.5K -133 -2%
CA
600
CoreCap Advisors
Michigan
$862K +$823K +5,350 New
22 23
24
25 26