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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
301
MYCIO Wealth Partners
Pennsylvania
$225K +$1.39K +15 +0.6%
FMWA
302
Forvis Mazars Wealth Advisors
Missouri
$220K – – –
CIC
303
Carnegie Investment Counsel
Ohio
$216K +$213K +2,292 New
MBT
304
Montecito Bank & Trust
California
$208K – – –
WTC
305
WhitTier Trust Company
Nevada
$206K – – –
AIA
306
Alerus Investment Advisors
Minnesota
$205K – – –
MWM
307
Modera Wealth Management
New Jersey
$204K – – –
GT
308
Glenmede Trust
Pennsylvania
$187K -$7.8K -84 -4%
PFG
309
Pacific Financial Group
Washington
$182K +$8.36K +90 +5%
DBT
310
Dubuque Bank & Trust
Iowa
$167K – – –
BBHC
311
Brown Brothers Harriman & Co
New York
$143K -$162K -1,749 -53%
CTC
312
Central Trust Company
Missouri
$121K -$13.5K -145 -10%
GWA
313
Genesis Wealth Advisors
Massachusetts
$97.4K – – –
WP
314
WealthPLAN Partners
Nebraska
$97K +$97.7K +1,052 New
JFA
315
JNBA Financial Advisors
Minnesota
$94K – – –
WA
316
WFG Advisors
Texas
$92K -$68.7K -740 -43%
CFA
317
Carroll Financial Associates
North Carolina
$87K – – –
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K – – –
S
319
SignatureFD
Georgia
$82K +$82.1K +884 New
PIA
320
Peachtree Investment Advisors
Georgia
$79K – – –
PCM
321
Parsons Capital Management
Rhode Island
$74K +$74.3K +800 New
UFA
322
US Financial Advisors
Massachusetts
$66K +$66.6K +717 New
HCM
323
Horrell Capital Management
Arkansas
$60K – – –
NPF
324
Norris Perne & French
Michigan
$60K +$60.3K +649 New
RWM
325
Raffa Wealth Management
District of Columbia
$56.8K +$279 +3 +0.5%
11 12
13
14 15