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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
576
First County Bank
Connecticut
$909K +$107K +660 +13%
PCI
577
Planning Center Inc
Illinois
$903K -$99.9K -618 -10%
ACIM
578
Azimuth Capital Investment Management
Michigan
$893K -$13.7K -85 -1%
TFO
579
Tarbox Family Office
California
$893K – – –
CSPIA
580
Cary Street Partners Investment Advisory
Virginia
$891K -$13.9K -86 -1%
PCA
581
Pallas Capital Advisors
Massachusetts
$889K +$127K +784 +15%
AT
582
American Trust
Kentucky
$888K -$3.07K -19 -0.3%
RWA
583
Ropes Wealth Advisors
Massachusetts
$867K -$1.13K -7 -0.1%
BFO
584
Boston Family Office
Massachusetts
$866K – – –
EAM
585
Evanson Asset Management
California
$855K – – –
CPSC
586
Carl P. Sherr & Co
Massachusetts
$854K -$4.2K -26 -0.5%
EK
587
Evensky & Katz
Florida
$851K -$207K -1,281 -19%
LPAM
588
Lodestar Private Asset Management
California
$849K – – –
FPAS
589
Focus Partners Advisor Solutions
Missouri
$848K -$72.7K -450 -8%
MCCA
590
Mill Creek Capital Advisors
Pennsylvania
$847K – – –
LWANC
591
Laurel Wealth Advisors (North Carolina)
North Carolina
$847K -$21.8K -135 -2%
CPW
592
Catalyst Private Wealth
California
$846K +$363K +2,244 +69%
SCA
593
Snowden Capital Advisors
New York
$846K +$15.5K +96 +2%
1WM
594
1900 Wealth Management
Texas
$839K +$67.2K +416 +8%
BP
595
BBR Partners
New York
$837K +$239K +1,480 +37%
LWCFA
596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$835K +$310K +1,919 +55%
CCB
597
Country Club Bank
Missouri
$827K +$28K +173 +3%
PAMG
598
Patton Albertson Miller Group
Tennessee
$824K – – –
CAC
599
Certified Advisory Corp
Florida
$823K +$5.17K +32 +0.6%
MWA
600
Monograph Wealth Advisors
California
$822K – – –
22 23
24
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