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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
701
Joel Isaacson & Co
New York
$481K +$616 +4 +0.1%
KCA
702
Karn Couzens & Associates
Connecticut
$479K +$308 +2 +0.1%
SYBT
703
Stock Yards Bank & Trust
Kentucky
$478K – – –
TI
704
Truepoint Inc
Ohio
$475K – – –
CWM
705
Cabot Wealth Management
Massachusetts
$474K -$10.6K -69 -2%
WJWM
706
Williams Jones Wealth Management
New York
$471K -$154 -1 -0%
CT
707
Cambridge Trust
Massachusetts
$469K +$418K +2,715 +905%
PCMC
708
Private Capital Management (Colorado)
Colorado
$467K +$97.6K +634 +27%
PCM
709
Parsons Capital Management
Rhode Island
$462K +$456K +2,964 New
CCM
710
Coldstream Capital Management
Washington
$459K -$426K -2,767 -48%
WTB
711
Washington Trust Bank
Washington
$459K – – –
TFS
712
TrustCore Financial Services
Tennessee
$458K – – –
OPW
713
Oxler Private Wealth
New York
$456K +$2K +13 +0.4%
RC
714
RegentAtlantic Capital
New Jersey
$455K -$107K -694 -19%
CSPIA
715
Cary Street Partners Investment Advisory
Virginia
$454K +$56.8K +369 +14%
SXL
716
Summit X LLC
Missouri
$454K +$65.4K +425 +17%
LFG
717
Larson Financial Group
Missouri
$447K -$38.3K -249 -8%
3LCM
718
3D/L Capital Management
Connecticut
$447K +$58.6K +381 +15%
SAM
719
Silverhawk Asset Management
Arizona
$446K – – –
VC
720
Veracity Capital
Georgia
$446K – – –
4WM
721
4J Wealth Management
Virginia
$445K -$1.23K -8 -0.3%
YIH
722
Y-Intercept (HK)
Hong Kong
$444K +$439K +2,853 New
SDAM
723
Shulman DeMeo Asset Management
New York
$443K +$2K +13 +0.5%
LWM
724
Liberty Wealth Management
California
$443K +$439K +2,850 New
CIC
725
Carnegie Investment Counsel
Ohio
$441K +$9.54K +62 +2%
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