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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
576
Cary Street Partners Investment Advisory
Virginia
$948K +$12K +78 +1%
PCMC
577
Private Capital Management (Colorado)
Colorado
$945K -$44.9K -292 -5%
TFO
578
Tarbox Family Office
California
$935K – – –
AT
579
American Trust
Kentucky
$934K – – –
FPCG
580
Forum Private Client Group
Indiana
$913K -$3.85K -25 -0.4%
RWA
581
Ropes Wealth Advisors
Massachusetts
$910K +$175K +1,136 +25%
IIC
582
Integrated Investment Consultants
Michigan
$909K +$57.4K +373 +7%
LWANC
583
Laurel Wealth Advisors (North Carolina)
North Carolina
$909K +$2K +13 +0.2%
BFO
584
Boston Family Office
Massachusetts
$908K +$84.2K +547 +11%
BBP
585
Banco BTG Pactual
Brazil
$901K +$860K +5,588 New
CPSC
586
Carl P. Sherr & Co
Massachusetts
$899K -$9.54K -62 -1%
QCG
587
Quadrant Capital Group
Ohio
$899K – – –
EAM
588
Evanson Asset Management
California
$896K +$308 +2 +0%
FWTB
589
First Western Trust Bank
Colorado
$895K – – –
LPAM
590
Lodestar Private Asset Management
California
$890K -$52.5K -341 -6%
SG
591
StoneX Group
New York
$889K -$32.3K -210 -4%
MCCA
592
Mill Creek Capital Advisors
Pennsylvania
$887K – – –
ICG
593
InterOcean Capital Group
Tennessee
$876K -$33.4K -217 -4%
CB
594
Community Bank
New York
$873K – – –
SCA
595
Snowden Capital Advisors
New York
$871K -$360K -2,340 -30%
OWA
596
One Wealth Advisors
California
$863K +$143K +931 +21%
PAMG
597
Patton Albertson Miller Group
Tennessee
$863K -$20.5K -133 -2%
CA
598
CoreCap Advisors
Michigan
$862K +$823K +5,350 New
CAC
599
Certified Advisory Corp
Florida
$857K -$32.8K -213 -4%
MWA
600
Monograph Wealth Advisors
California
$857K +$154 +1 +0%
22 23
24
25 26