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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
326
Mariner Independent Advisor Network
Kansas
$1.17M -$48.9K -427 -4%
MAFM
327
Mid Atlantic Financial Management
Pennsylvania
$1.16M -$224K -1,954 -16%
APCM
328
Alaska Permanent Capital Management
Alaska
$1.16M – – –
KP
329
Keel Point
Alabama
$1.15M -$35.6K -311 -3%
LNC
330
Lincoln National Corp
Pennsylvania
$1.15M +$339K +2,962 +43%
BCA
331
Bay Colony Advisors
Massachusetts
$1.15M -$6.64K -58 -0.6%
BAC
332
Boys Arnold & Co
North Carolina
$1.14M -$117K -1,025 -9%
PCG
333
Private Capital Group
Connecticut
$1.14M +$239K +2,086 +25%
CW
334
Cobiz Wealth
Colorado
$1.14M -$73.6K -642 -6%
LFG
335
LifePlan Financial Group
Ohio
$1.13M -$5.04K -44 -0.5%
CWM
336
Connecticut Wealth Management
Connecticut
$1.13M +$73K +637 +7%
AWA
337
Alaska Wealth Advisors
Alaska
$1.12M – – –
ECM
338
ETrade Capital Management
Virginia
$1.11M -$573 -5 -0.1%
BA
339
Bristlecone Advisors
Washington
$1.11M -$27.8K -243 -2%
KBFS
340
Kohmann Bosshard Financial Services
Ohio
$1.11M – – –
ABC
341
Associated Banc-Corp
Wisconsin
$1.1M – – –
CIAS
342
Capital Investment Advisory Services
North Carolina
$1.1M +$25.3K +221 +2%
RJT
343
Raymond James Trust
Florida
$1.09M +$114K +997 +12%
BCWM
344
Blue Chip Wealth Management
Florida
$1.09M -$17.6K -154 -2%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$1.06M – – –
IWC
346
Integrated Wealth Concepts
Massachusetts
$1.06M -$79.7K -696 -7%
HSA
347
HBK Sorce Advisory
Pennsylvania
$1.06M +$311K +2,718 +43%
ACM
348
Azimuth Capital Management
Michigan
$1.05M +$20.2K +176 +2%
BP
349
Ballentine Partners
Massachusetts
$1.05M – – –
BOS
350
Bank of Stockton
California
$1.05M +$84.3K +736 +9%
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