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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
276
Marino Stram & Associates
Massachusetts
$1.26M +$1.22M +11,055 New
AW
277
ACG Wealth
Georgia
$1.26M -$31.9K -288 -3%
RBC
278
Roble Belko & Company
Pennsylvania
$1.25M – – –
MAS
279
Managed Account Services
Florida
$1.22M -$4.32K -39 -0.4%
SC
280
Savant Capital
Illinois
$1.21M -$18.6K -168 -2%
APSP
281
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.21M -$188K -1,695 -14%
CL
282
Choreo LLC
Illinois
$1.2M +$3.99K +36 +0.3%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$1.2M -$22.6K -204 -2%
PCG
284
Private Capital Group
Connecticut
$1.2M +$1.16M +10,486 New
FPFS
285
First Personal Financial Services
North Carolina
$1.18M +$704K +6,357 +160%
FIM
286
Freedom Investment Management
Connecticut
$1.18M -$121K -1,096 -10%
DCM
287
Dimension Capital Management
Florida
$1.17M -$224K -2,018 -16%
GT
288
Glenview Trust
Kentucky
$1.17M +$106K +960 +10%
IWC
289
Integrated Wealth Concepts
Massachusetts
$1.17M +$1.11M +9,995 New
BP
290
Ballentine Partners
Massachusetts
$1.16M – – –
WHG
291
Westwood Holdings Group
Texas
$1.16M – – –
TNB
292
Thomasville National Bank
Georgia
$1.15M -$126K -1,138 -10%
KBFS
293
Kohmann Bosshard Financial Services
Ohio
$1.13M – – –
FMBTD
294
First Midwest Bank Trust Division
Illinois
$1.12M +$21.1K +190 +2%
MG
295
Mather Group
Illinois
$1.12M -$776 -7 -0.1%
UAS
296
United Asset Strategies
New York
$1.11M +$626K +5,646 +138%
LFG
297
Larson Financial Group
Missouri
$1.11M +$1.07M +9,701 New
HA
298
Harborview Advisors
Maine
$1.11M +$1.07M +9,694 New
NFG
299
Next Financial Group
Texas
$1.1M -$22.7K -205 -2%
MLICM
300
Metropolitan Life Insurance Company (MetLife)
New York
$1.1M +$88.6K +800 +9%
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