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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ICAS
276
Investors Capital Advisory Services
Massachusetts
$315K +$73.3K +800 +31%
TTWM
277
TCV Trust & Wealth Management
Virginia
$309K -$9.16K -100 -3%
NAM
278
North American Management
Massachusetts
$309K – – –
BBHC
279
Brown Brothers Harriman & Co
New York
$309K +$302K +3,299 New
WCM
280
Wealthcare Capital Management
Virginia
$308K – – –
CL
281
CPWM LLC
Washington
$306K +$95.2K +1,039 +47%
DY
282
Dowling & Yahnke
California
$296K +$31.6K +345 +12%
PL
283
Parthenon LLC
Kentucky
$296K +$290K +3,160 New
KA
284
Kovack Advisors
Florida
$292K +$285K +3,113 New
CCB
285
Cutter & Co Brokerage
Missouri
$291K -$163K -1,783 -36%
EWA
286
EP Wealth Advisors
California
$286K +$4.58K +50 +2%
BOK
287
Bank of Kentucky
Kentucky
$283K -$9.16K -100 -3%
FHA
288
First Horizon Advisors
Tennessee
$281K -$10.4K -113 -4%
SIMM
289
Stillwater Investment Management (Minnesota)
Minnesota
$281K +$1.65K +18 +0.6%
CIM
290
Confluence Investment Management
Missouri
$276K -$66.4K -725 -20%
PSI
291
Pinnacle Summer Investments
Virginia
$273K +$825 +9 +0.3%
FCI
292
Financial Counselors Inc
Kansas
$272K – – –
PAM
293
Peak Asset Management
Colorado
$270K +$264K +2,880 New
FWP
294
FAS Wealth Partners
Kansas
$267K +$261K +2,845 New
MC
295
Mathes Company
New York
$263K – – –
OC
296
Oarsman Capital
Wisconsin
$262K -$916 -10 -0.4%
CB
297
Commerce Bank
Missouri
$255K +$27.5K +300 +12%
CAL
298
Capital Advisors Ltd
Ohio
$254K +$458 +5 +0.2%
OAM
299
Occidental Asset Management
California
$250K +$17.9K +195 +8%
VWM
300
Vector Wealth Management
Minnesota
$250K +$245K +2,669 New
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12
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