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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1076
Pathstone Family Office
New Jersey
– -$313K -2,277 Closed
HIS
1077
Harvest Investment Services
Illinois
– -$306K -2,230 Closed
CG
1078
Cutler Group
California
– -$295K -2,080 Closed
OAM
1079
Oak Asset Management
California
– -$282K -2,049 Closed
MW
1080
Marcum Wealth
Ohio
– -$268K -1,953 Closed
IIM
1081
InTrack Investment Management
Vermont
– -$268K -1,950 Closed
VAS
1082
Vestmark Advisory Solutions
Massachusetts
– -$244K -1,774 Closed
RWP
1083
Revolve Wealth Partners
New Jersey
– -$243K -1,765 Closed
PI
1084
Putnam Investments
Massachusetts
– -$241K -1,752 Closed
CBN
1085
Cadence Bank NA
Texas
– -$217K -1,576 Closed
PFM
1086
Parsec Financial Management
North Carolina
– -$214K -1,553 Closed
SFP
1087
Strategic Financial Partners
Oregon
– -$209K -1,522 Closed
CI
1088
Cambiar Investors
Colorado
– -$208K -1,516 Closed
FHA
1089
Flagship Harbor Advisors
Massachusetts
– -$208K -1,514 Closed
WIC
1090
Woodmont Investment Counsel
Tennessee
– -$206K -1,501 Closed
KCM
1091
KRS Capital Management
Michigan
– -$205K -1,495 Closed
FPCG
1092
Fort Pitt Capital Group
Pennsylvania
– -$204K -1,484 Closed
OAP
1093
One Advisory Partners
Kansas
– -$204K -1,484 Closed
ST
1094
Sentinel Trust
Texas
– -$203K -1,474 Closed
FCFC
1095
First Citizens Financial Corp
Iowa
– -$202K -1,469 Closed
IGWM
1096
ICA Group Wealth Management
Colorado
– -$208K -1,395 Closed
AW
1097
ACG Wealth
Georgia
– -$187K -1,362 Closed
GKIM
1098
GW&K Investment Management
Massachusetts
– -$124K -901 Closed
TCWM
1099
Total Clarity Wealth Management
Illinois
– -$102K -742 Closed
RIM
1100
Rockbridge Investment Management
New York
– -$96.4K -701 Closed
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