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iShares S&P 500 Value ETF
IVE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 1115 M +USD 14.2 M +136,626 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 848 M +USD 172 M +1,651,254 +25%
Wells Fargo
3
Wells Fargo
California
USD 754 M +USD 3.33 M +32,091 +0.4%
Bank of America
4
Bank of America
North Carolina
USD 594 M -USD 6.69 M -64,345 -1%
Valmark Advisers
5
Valmark Advisers
Ohio
USD 480 M +USD 23.1 M +222,116 +5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
USD 425 M +USD 126 M +1,216,785 +42%
UBS Group
7
UBS Group
Switzerland
USD 343 M +USD 6.96 M +67,015 +2%
Scottrade Investment Management
8
Scottrade Investment Management
Missouri
USD 306 M +USD 101 M +968,921 +49%
Fidelity Investments
9
Fidelity Investments
Massachusetts
USD 201 M -USD 7.06 M -67,951 -3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
USD 178 M -USD 3.39 M -32,664 -2%
LPL Financial
11
LPL Financial
California
USD 168 M +USD 14.9 M +142,938 +10%
Stifel Financial
12
Stifel Financial
Missouri
USD 159 M +USD 27.5 M +264,918 +21%
Betterment LLC
13
Betterment LLC
New York
USD 154 M -USD 3.29 M -31,629 -2%
BlackRock
14
BlackRock
New York
USD 142 M +USD 106 M +1,020,881 +294%
M&T Bank
15
M&T Bank
New York
USD 140 M -USD 5.91 M -56,919 -4%
Franklin Resources
16
Franklin Resources
California
USD 129 M -USD 4.92 M -47,349 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 104 M +USD 859 k +8,270 +0.8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 85.9 M -USD 173 k -1,663 -0.2%
Miracle Mile Advisors
19
Miracle Mile Advisors
California
USD 80.6 M +USD 25.3 M +243,441 +46%
KeyBank National Association
20
KeyBank National Association
Ohio
USD 62.2 M -USD 945 k -9,098 -1%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
USD 61.1 M +USD 60.3 M +580,727 +8,511%
Sage Advisory Services
22
Sage Advisory Services
Texas
USD 56.2 M +USD 2.48 M +23,833 +5%
First Hawaiian Bank
23
First Hawaiian Bank
Hawaii
USD 52.6 M -USD 3.96 M -38,096 -7%
Ameriprise
24
Ameriprise
Minnesota
USD 52.5 M +USD 13.8 M +132,609 +36%
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 52.2 M +USD 2.32 M +22,287 +5%
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