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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$1.71M +$151K +1,362 +10%
MIAN
252
Mariner Independent Advisor Network
Kansas
$1.7M -$405K -3,651 -20%
CW
253
Cobiz Wealth
Colorado
$1.7M -$7.76K -70 -0.5%
BMCM
254
Bryn Mawr Capital Management
Pennsylvania
$1.68M – – –
USAA
255
United Services Automobile Association
Texas
$1.68M – – –
MIFH
256
Migdal Insurance & Financial Holdings
Israel
$1.6M -$1.2M -10,793 -43%
BCM
257
BTC Capital Management
Iowa
$1.54M – – –
EIA
258
Eldridge Investment Advisors
New Hampshire
$1.53M +$1.48M +13,363 New
WI
259
Wintrust Investments
Illinois
$1.52M -$52.6K -475 -3%
MMHP
260
Murphy Middleton Hinkle & Parker
Georgia
$1.51M +$1.47M +13,248 New
PAG
261
Pinnacle Advisory Group
Maryland
$1.5M +$1.46M +13,176 New
GH
262
GAM Holding
Switzerland
$1.45M +$1.4M +12,665 New
OC
263
Oppenheimer & Co
New York
$1.42M +$22.2K +200 +2%
NA
264
NewEdge Advisors
Louisiana
$1.4M +$33.3K +301 +3%
WT
265
Whittier Trust
California
$1.4M +$1.28M +11,527 +1,656%
GFPC
266
Global Financial Private Capital
Florida
$1.35M +$125K +1,127 +11%
A
267
AdvicePeriod
California
$1.35M +$1.31M +11,796 New
HT
268
Hefren-Tillotson
Pennsylvania
$1.34M -$59.5K -537 -4%
APCM
269
Alaska Permanent Capital Management
Alaska
$1.34M – – –
SWP
270
Stratos Wealth Partners
Ohio
$1.3M -$4.76K -43 -0.4%
HB
271
Homrich & Berg
Georgia
$1.3M – – –
AWP
272
Ascent Wealth Partners
New York
$1.29M +$549K +4,952 +78%
ECM
273
ETrade Capital Management
Virginia
$1.29M +$776 +7 +0.1%
HS
274
Huntington Steele
Pennsylvania
$1.28M +$2.44K +22 +0.2%
BA
275
Bristlecone Advisors
Washington
$1.28M -$70.1K -633 -5%
9 10
11
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