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iShares S&P 500 Value ETF
IVE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sacks & Associates
226
Sacks & Associates
New Jersey
USD 15.8 M -USD 321 k -1,436 -2%
Trust Point Inc
227
Trust Point Inc
Wisconsin
USD 15.7 M -USD 38.2 k -171 -0.2%
Citizens Financial Group
228
Citizens Financial Group
Rhode Island
USD 15.7 M -USD 30.8 k -138 -0.2%
Scarborough Advisors
229
Scarborough Advisors
Maryland
USD 15.6 M -USD 5.2 M -23,295 -25%
Quantinno Capital Management
230
Quantinno Capital Management
New York
USD 15.6 M +USD 4.49 M +20,121 +41%
Occidental Asset Management
231
Occidental Asset Management
California
USD 15.3 M -USD 167 k -749 -1%
Lansing Street Advisors
232
Lansing Street Advisors
Pennsylvania
USD 15.2 M -USD 846 k -3,789 -5%
Ironwood Wealth Management (West Virginia)
233
Ironwood Wealth Management (West Virginia)
West Virginia
USD 15.2 M +USD 29.9 k +134 +0.2%
Cypress Wealth Services
234
Cypress Wealth Services
California
USD 15.1 M -USD 3.07 M -13,765 -17%
Texas Capital Bank Wealth Management Services
235
Texas Capital Bank Wealth Management Services
Texas
USD 15.1 M +USD 907 k +4,060 +7%
Wilmington Savings Fund Society
236
Wilmington Savings Fund Society
Delaware
USD 15 M +USD 258 k +1,155 +2%
Alesco Advisors
237
Alesco Advisors
New York
USD 14.7 M -USD 298 k -1,333 -2%
Csenge Advisory Group
238
Csenge Advisory Group
Florida
USD 14.6 M -USD 1.09 M -4,869 -7%
Ausdal Financial Partners
239
Ausdal Financial Partners
Iowa
USD 14.6 M +USD 484 k +2,165 +3%
Parallel Advisors
240
Parallel Advisors
California
USD 14.6 M +USD 1.3 M +5,824 +10%
Laird Norton Wetherby Trust Company
241
Laird Norton Wetherby Trust Company
Washington
USD 14.3 M -USD 241 k -1,077 -2%
Bank Pictet & Cie (Europe)
242
Bank Pictet & Cie (Europe)
Germany
USD 14.3 M – – –
Foster Victor Wealth Advisors
243
Foster Victor Wealth Advisors
South Carolina
USD 14.3 M +USD 13.6 M +60,698 +4,731%
INVST
244
INVST
Indiana
USD 14.2 M -USD 2.56 M -11,477 -16%
IEQ Capital
245
IEQ Capital
California
USD 14.1 M -USD 281 k -1,256 -2%
Pinnacle Financial Partners (Georgia)
246
Pinnacle Financial Partners (Georgia)
Georgia
USD 14.1 M +USD 263 k +1,177 +2%
Guidance Point Advisors
247
Guidance Point Advisors
Massachusetts
USD 14.1 M +USD 101 k +454 +0.7%
BKM Wealth Management
248
BKM Wealth Management
Wisconsin
USD 14 M -USD 794 k -3,556 -5%
MA
249
Mutual Advisors
Nebraska
USD 13.9 M -USD 25.5 k -114 -0.2%
Bay Harbor Wealth Management
250
Bay Harbor Wealth Management
Maryland
USD 13.8 M -USD 3.29 M -14,714 -19%
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