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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BOK
251
Bank of Kentucky
Kentucky
$281K -$59.1K -650 -17%
FHA
252
First Horizon Advisors
Tennessee
$278K -$16.2K -178 -5%
BFEC
253
Benjamin F. Edwards & Company
Missouri
$270K -$164K -1,807 -38%
EWA
254
EP Wealth Advisors
California
$270K – – –
SIMM
255
Stillwater Investment Management (Minnesota)
Minnesota
$269K -$16.5K -182 -6%
PSI
256
Pinnacle Summer Investments
Virginia
$262K +$636 +7 +0.2%
FCI
257
Financial Counselors Inc
Kansas
$261K -$5.64K -62 -2%
DY
258
Dowling & Yahnke
California
$253K – – –
OC
259
Oarsman Capital
Wisconsin
$253K +$1.82K +20 +0.7%
MC
260
Mathes Company
New York
$252K – – –
CAL
261
Capital Advisors Ltd
Ohio
$243K +$273 +3 +0.1%
RT
262
Reliance Trust
Georgia
$238K -$2.27K -25 -0.9%
LNC
263
Lincoln National Corp
Pennsylvania
$235K +$237K +2,608 New
DAS
264
Dynamic Advisor Solutions
Arizona
$232K +$234K +2,575 New
ICAS
265
Investors Capital Advisory Services
Massachusetts
$230K – – –
CCMD
266
Cypress Capital Management (Delaware)
Delaware
$227K – – –
LCM
267
Lucas Capital Management
New Jersey
$225K +$1.27K +14 +0.6%
SFPM
268
Sensible Financial Planning & Management
Massachusetts
$225K +$226K +2,489 New
OAM
269
Occidental Asset Management
California
$222K +$224K +2,467 New
CPSAC
270
Chas P. Smith & Associates (CPS)
Florida
$220K +$222K +2,438 New
CIA
271
Choate Investment Advisors
Massachusetts
$220K -$47.7K -525 -18%
HFS
272
HL Financial Services
Kentucky
$219K – – –
CB
273
Commerce Bank
Missouri
$218K -$13.6K -150 -6%
AL
274
Aspiriant LLC
California
$218K +$545 +6 +0.2%
MWP
275
MYCIO Wealth Partners
Pennsylvania
$217K +$1.09K +12 +0.5%
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11
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