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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
226
Investment Partners
Ohio
$1.57M -$156K -1,600 -9%
HJMC
227
Hellman Jordan Management Company
Massachusetts
$1.55M +$1.49M +15,300 New
SIA
228
Starfire Investment Advisers
Michigan
$1.53M +$15.5K +159 +1%
PCM
229
Pointe Capital Management
Michigan
$1.53M +$1.48M +15,129 New
BTS
230
BB&T Securities
Virginia
$1.51M – – –
1GA
231
1st Global Advisors
Texas
$1.5M +$25K +256 +2%
OC
232
Oppenheimer & Co
New York
$1.47M +$255K +2,610 +22%
BA
233
Bristlecone Advisors
Washington
$1.46M -$78.1K -800 -5%
VIA
234
Vantage Investment Advisors
Pennsylvania
$1.46M +$29.1K +298 +2%
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.4M +$38.1K +390 +3%
BMCM
236
Bryn Mawr Capital Management
Pennsylvania
$1.39M +$1.34M +13,730 New
BCM
237
BTC Capital Management
Iowa
$1.37M +$1.32M +13,512 New
HW
238
Hancock Whitney
Mississippi
$1.37M -$34.6K -355 -3%
FIM
239
Freedom Investment Management
Connecticut
$1.35M -$23.3K -239 -2%
NFG
240
Next Financial Group
Texas
$1.35M +$28.3K +290 +2%
TFCP
241
Twin Focus Capital Partners
Massachusetts
$1.3M -$19.5K -200 -2%
HS
242
Huntington Steele
Pennsylvania
$1.27M +$1.85K +19 +0.2%
AW
243
ACG Wealth
Georgia
$1.23M +$380K +3,894 +47%
ECM
244
ETrade Capital Management
Virginia
$1.17M -$31.3K -321 -3%
BCI
245
Brinker Capital Investments
Pennsylvania
$1.16M +$540K +5,534 +93%
APSP
246
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.16M -$7.03K -72 -0.6%
AL
247
Aspiriant LLC
California
$1.16M -$90.7K -930 -8%
HB
248
Homrich & Berg
Georgia
$1.16M -$24.6K -252 -2%
AIM
249
Advantage Investment Management
Iowa
$1.15M +$974K +9,980 +735%
DWM
250
Darwin Wealth Management
Florida
$1.15M +$1.1M +11,308 New
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