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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
326
Condor Capital Management
New Jersey
$302K +$7.51K +88 +3%
WG
327
Welch Group
Alabama
$300K +$38.1K +447 +15%
SPWA
328
SteelBridge Private Wealth Advisors
Florida
$294K +$279K +3,264 New
CB
329
Commerce Bank
Missouri
$293K +$36.9K +432 +15%
CIA
330
Choate Investment Advisors
Massachusetts
$288K +$65K +762 +31%
GA
331
Geneva Advisors
Illinois
$286K – – –
EWA
332
EP Wealth Advisors
California
$282K -$324K -3,800 -55%
CCM
333
Colorado Capital Management
Colorado
$282K – – –
HPWM
334
Highland Private Wealth Management
Washington
$282K – – –
WCM
335
Wealthcare Capital Management
Virginia
$280K -$20.1K -236 -7%
SMH
336
Sanders Morris Harris
Texas
$277K +$263K +3,079 New
CWM
337
Concert Wealth Management
California
$276K +$33.7K +395 +15%
CCT
338
Country Club Trust
Missouri
$270K +$256K +3,000 New
CAL
339
Capital Advisors Ltd
Ohio
$266K +$427 +5 +0.2%
PIM
340
Parker Investment Management
California
$266K +$252K +2,956 New
BPCE
341
Bank Pictet & Cie (Europe)
Germany
$265K – – –
SYBT
342
Stock Yards Bank & Trust
Kentucky
$263K -$4.69K -55 -2%
SIMM
343
Stillwater Investment Management (Minnesota)
Minnesota
$260K +$1.45K +17 +0.6%
CL
344
CPWM LLC
Washington
$259K -$63.7K -747 -21%
DY
345
Dowling & Yahnke
California
$259K – – –
MBT
346
Montecito Bank & Trust
California
$256K – – –
WSFS
347
Wilmington Savings Fund Society
Delaware
$251K +$8.88K +104 +4%
JGIA
348
Jackson Grant Investment Advisers
Connecticut
$247K +$1.54K +18 +0.7%
MC
349
Mathes Company
New York
$234K – – –
LCM
350
Lucas Capital Management
New Jersey
$233K +$1.36K +16 +0.6%
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14
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