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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
726
Tarbox Family Office
California
$1.14M +$1.9K +10 +0.2%
RCM
727
Raleigh Capital Management
North Carolina
$1.14M -$12.9K -68 -1%
BFO
728
Boston Family Office
Massachusetts
$1.13M +$21.1K +111 +2%
CD
729
Chapin Davis
Maryland
$1.13M -$4.75K -25 -0.4%
CFS
730
CRA Financial Services
New Jersey
$1.12M +$141K +740 +15%
CSPIA
731
Cary Street Partners Investment Advisory
Virginia
$1.12M +$10.6K +56 +1%
AWA
732
Arkadios Wealth Advisors
Georgia
$1.11M +$83K +437 +8%
BSTWA
733
Blake Schutter Theil Wealth Advisors
Ohio
$1.1M +$1.06M +5,581 New
EAM
734
Evanson Asset Management
California
$1.1M +$570 +3 +0.1%
FPCG
735
Forum Private Client Group
Indiana
$1.1M +$12.5K +66 +1%
PPW
736
PACK Private Wealth
Minnesota
$1.09M -$25.5K -134 -2%
HNWA
737
Henrickson Nauta Wealth Advisors
Michigan
$1.09M -$271K -1,429 -20%
LPAM
738
Lodestar Private Asset Management
California
$1.08M -$570 -3 -0.1%
EWA
739
Emergent Wealth Advisors
New York
$1.08M +$737K +3,879 +246%
BFG
740
Beacon Financial Group
Texas
$1.07M -$380 -2 -0%
LC
741
Lindbrook Capital
California
$1.07M +$25.6K +135 +3%
NWAG
742
Net Worth Advisory Group
Utah
$1.07M +$1.03M +5,404 New
CWM
743
Connecticut Wealth Management
Connecticut
$1.06M -$31K -163 -3%
FFA
744
First Foundation Advisors
California
$1.06M +$175K +920 +21%
HKIMG
745
Hutchens & Kramer Investment Management Group
Indiana
$1.06M +$211K +1,109 +26%
EK
746
Evensky & Katz
Florida
$1.06M -$9.69K -51 -0.9%
MWA
747
Monograph Wealth Advisors
California
$1.05M – – –
IIC
748
Integrated Investment Consultants
Michigan
$1.05M +$84K +442 +9%
CP
749
Canopy Partners
Ohio
$1.04M – – –
AA
750
Ancora Advisors
Ohio
$1.04M +$80.5K +424 +9%
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30
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