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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMM
326
Stillwater Investment Management (Minnesota)
Minnesota
$254K +$3.4K +38 +1%
MBT
327
Montecito Bank & Trust
California
$252K – – –
CB
328
Commerce Bank
Missouri
$250K – – –
JGIA
329
Jackson Grant Investment Advisers
Connecticut
$242K +$244K +2,728 New
PAM
330
Peak Asset Management
Colorado
$241K -$14.6K -163 -6%
TRCT
331
Tower Research Capital (TRC)
New York
$240K -$2.35M -26,327 -91%
CWM
332
Concert Wealth Management
California
$238K -$31.5K -352 -12%
WSFS
333
Wilmington Savings Fund Society
Delaware
$238K +$241K +2,691 New
CPSAC
334
Chas P. Smith & Associates (CPS)
Florida
$231K +$2.68K +30 +1%
MC
335
Mathes Company
New York
$230K – – –
CIA
336
Choate Investment Advisors
Massachusetts
$229K -$99.4K -1,112 -31%
LCM
337
Lucas Capital Management
New Jersey
$228K +$2.95K +33 +1%
CMP
338
Courage Miller Partners
Virginia
$228K +$230K +2,573 New
CCMD
339
Cypress Capital Management (Delaware)
Delaware
$223K – – –
AIA
340
Alerus Investment Advisors
Minnesota
$223K +$140K +1,561 +162%
FMWA
341
Forvis Mazars Wealth Advisors
Missouri
$222K +$11.5K +129 +5%
DMC
342
Drexel Morgan & Co
Pennsylvania
$219K – – –
HCIA
343
Hochman Cole Investment Advisors
Illinois
$218K +$220K +2,465 New
MWP
344
MYCIO Wealth Partners
Pennsylvania
$217K +$1.43K +16 +0.7%
BMM
345
Berkshire Money Management
Massachusetts
$211K -$35.6M -398,092 -99%
WAM
346
Wolverine Asset Management
Illinois
$201K +$204K +2,276 New
ACM
347
Armbruster Capital Management
New York
$197K +$199K +2,225 New
CTC
348
Central Trust Company
Missouri
$191K +$15.6K +174 +9%
WTC
349
WhitTier Trust Company
Nevada
$181K – – –
AF
350
Arrow Financial
New York
$181K +$183K +2,050 New
12 13
14
15 16