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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
801
Catalina Capital Group
California
$707K +$51.9K +285 +8%
PMAM
802
Picton Mahoney Asset Management
Ontario, Canada
$705K +$40.1K +220 +6%
WTC
803
WhitTier Trust Company
Nevada
$705K – – –
EFG
804
Embree Financial Group
Illinois
$701K +$82.1K +451 +13%
WWP
805
WR Wealth Planners
Missouri
$700K +$10.4K +57 +2%
RAS
806
RPS Advisory Solutions
Kentucky
$699K +$699K +3,840 New
S
807
SignatureFD
Georgia
$697K – – –
BHIA
808
Birch Hill Investment Advisors
Massachusetts
$694K +$476K +2,613 +218%
MMHP
809
Murphy Middleton Hinkle & Parker
Georgia
$694K -$44.6K -245 -6%
FWTB
810
First Western Trust Bank
Colorado
$686K -$29.9K -164 -4%
SAM
811
Smartleaf Asset Management
Massachusetts
$679K +$3.64K +20 +0.5%
PWCM
812
Processus Wealth & Capital Management
Tennessee
$678K +$14.6K +80 +2%
PCM
813
Parsons Capital Management
Rhode Island
$671K – – –
NPFS
814
Novak & Powell Financial Services
Florida
$661K +$662K +3,633 New
CFO
815
CVA Family Office
Colorado
$660K – – –
CRC
816
Curi RMB Capital
Illinois
$659K -$145K -797 -18%
CCA
817
Clarity Capital Advisors
Florida
$659K +$3.1K +17 +0.5%
SXL
818
Summit X LLC
Missouri
$657K +$132K +727 +25%
GWA
819
Geometric Wealth Advisors
District of Columbia
$649K +$649K +3,565 New
AHC
820
Anderson Hoagland & Co
Missouri
$648K – – –
AWA
821
ARQ Wealth Advisors
Arizona
$645K – – –
PWH
822
Priebe Wealth Holdings
Minnesota
$638K -$14.2K -78 -2%
FPW
823
Flagship Private Wealth
Massachusetts
$633K -$1.46K -8 -0.2%
LCGC
824
Legacy Capital Group California
California
$632K +$57.4K +315 +10%
VC
825
Veracity Capital
Georgia
$632K -$60.6K -333 -9%
31 32
33
34 35