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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
301
Sheets Smith Wealth Management
North Carolina
$342K – – –
AW
302
ACG Wealth
Georgia
$340K +$4.11K +46 +1%
IAA
303
Ironsides Asset Advisors
North Carolina
$322K +$4.92K +55 +2%
CL
304
CPWM LLC
Washington
$321K – – –
HSA
305
HBK Sorce Advisory
Pennsylvania
$321K +$5.19K +58 +2%
ONB
306
Old National Bancorp
Indiana
$317K – – –
PFBT
307
Parkside Financial Bank & Trust
Missouri
$310K -$7.87K -88 -2%
FAT
308
First American Trust
California
$309K +$312K +3,488 New
WSTAM
309
Wilbanks Smith & Thomas Asset Management
Virginia
$301K -$171K -1,908 -36%
WCM
310
Wealthcare Capital Management
Virginia
$296K -$43.9K -491 -13%
FWM
311
Focused Wealth Management
New York
$296K +$271K +3,028 +949%
CCM
312
Condor Capital Management
New Jersey
$290K -$268 -3 -0.1%
TSS
313
Two Sigma Securities
New York
$287K +$290K +3,243 New
ATC
314
Argent Trust Co
Tennessee
$285K +$288K +3,226 New
DBT
315
Dubuque Bank & Trust
Iowa
$284K +$145K +1,623 +102%
TTWM
316
TCV Trust & Wealth Management
Virginia
$283K – – –
GA
317
Geneva Advisors
Illinois
$282K +$284K +3,180 New
CCM
318
Colorado Capital Management
Colorado
$278K +$281K +3,145 New
HPWM
319
Highland Private Wealth Management
Washington
$277K +$281K +3,140 New
SAM
320
Shamrock Asset Management
Texas
$269K +$197K +2,206 +265%
SYBT
321
Stock Yards Bank & Trust
Kentucky
$265K – – –
BPCE
322
Bank Pictet & Cie (Europe)
Germany
$261K -$3.75M -41,900 -93%
CAL
323
Capital Advisors Ltd
Ohio
$261K +$447 +5 +0.2%
WG
324
Welch Group
Alabama
$255K -$24K -268 -8%
DY
325
Dowling & Yahnke
California
$255K -$23.2K -260 -8%
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