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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
$224K -$755 -8 -0.3%
FMWA
302
Forvis Mazars Wealth Advisors
Missouri
$219K – – –
MBT
303
Montecito Bank & Trust
California
$208K – – –
AIA
304
Alerus Investment Advisors
Minnesota
$205K – – –
MWM
305
Modera Wealth Management
New Jersey
$204K – – –
AC
306
Addison Capital
Pennsylvania
$204K +$209K +2,210 New
EAMA
307
EFG Asset Management (Americas)
Florida
$203K +$203K +2,151 New
WTC
308
WhitTier Trust Company
Nevada
$189K -$17K -180 -8%
GT
309
Glenmede Trust
Pennsylvania
$187K – – –
CTC
310
Central Trust Company
Missouri
$174K +$54.2K +574 +44%
DBT
311
Dubuque Bank & Trust
Iowa
$166K – – –
BBHC
312
Brown Brothers Harriman & Co
New York
$143K – – –
TWA
313
TCI Wealth Advisors
Arizona
$110K +$94.4K +1,000 +510%
WP
314
WealthPLAN Partners
Nebraska
$97K – – –
JFA
315
JNBA Financial Advisors
Minnesota
$93K – – –
WA
316
WFG Advisors
Texas
$92K +$94 +1 +0.1%
GAM
317
Gemmer Asset Management
California
$88K +$75.7K +802 +528%
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K – – –
S
319
SignatureFD
Georgia
$82K – – –
PIA
320
Peachtree Investment Advisors
Georgia
$79K – – –
FFC
321
First Financial Corp
Indiana
$75K +$77K +816 New
CFA
322
Carroll Financial Associates
North Carolina
$68K -$18.7K -198 -21%
HCM
323
Horrell Capital Management
Arkansas
$60K – – –
TCM
324
TD Capital Management
Tennessee
$58K +$21.7K +230 +58%
RWM
325
Raffa Wealth Management
District of Columbia
$56.9K +$377 +4 +0.7%
11 12
13
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