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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
226
Bryn Mawr Capital Management
Pennsylvania
$1.6M +$6.36K +61 +0.4%
SIA
227
Starfire Investment Advisers
Michigan
$1.59M +$3.44K +33 +0.2%
CW
228
Cobiz Wealth
Colorado
$1.59M -$67.5K -648 -4%
USAA
229
United Services Automobile Association
Texas
$1.54M – – –
AW
230
ACG Wealth
Georgia
$1.54M +$253K +2,424 +20%
VWM
231
Venturi Wealth Management
Texas
$1.54M -$174K -1,675 -10%
1GA
232
1st Global Advisors
Texas
$1.52M -$3.44K -33 -0.2%
HW
233
Hancock Whitney
Mississippi
$1.51M -$7.08K -68 -0.5%
OC
234
Oppenheimer & Co
New York
$1.5M -$44.7K -429 -3%
BCI
235
Brinker Capital Investments
Pennsylvania
$1.43M +$172K +1,652 +14%
BCM
236
BTC Capital Management
Iowa
$1.42M – – –
GG
237
GenWealth Group
New Jersey
$1.38M +$1.37M +13,185 New
BRWA
238
B. Riley Wealth Advisors
Florida
$1.38M +$131K +1,256 +11%
BA
239
Bristlecone Advisors
Washington
$1.36M -$98.1K -942 -7%
APSP
240
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.36M -$62.5K -600 -4%
NFG
241
Next Financial Group
Texas
$1.34M +$260K +2,495 +24%
HS
242
Huntington Steele
Pennsylvania
$1.33M +$1.88K +18 +0.1%
HT
243
Hefren-Tillotson
Pennsylvania
$1.33M +$246K +2,365 +23%
GRP
244
Global Retirement Partners
California
$1.3M +$228K +2,192 +21%
DCM
245
Dimension Capital Management
Florida
$1.29M +$1.28M +12,291 New
HB
246
Homrich & Berg
Georgia
$1.23M +$30K +288 +3%
MIAN
247
Mariner Independent Advisor Network
Kansas
$1.22M +$1.21M +11,660 New
LFG
248
LifePlan Financial Group
Ohio
$1.2M -$2.77M -26,549 -70%
ECM
249
ETrade Capital Management
Virginia
$1.19M -$2.5K -24 -0.2%
AAP
250
Arax Advisory Partners
Colorado
$1.18M +$729 +7 +0.1%
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