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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
351
Courage Miller Partners
Virginia
$231K -$512 -6 -0.2%
AIA
352
Alerus Investment Advisors
Minnesota
$227K – – –
CCMD
353
Cypress Capital Management (Delaware)
Delaware
$226K – – –
ACM
354
Argent Capital Management
Missouri
$225K -$1.91M -22,355 -90%
IA
355
IFP Advisors
Florida
$225K -$897K -10,514 -84%
FMWA
356
Forvis Mazars Wealth Advisors
Missouri
$225K – – –
DMC
357
Drexel Morgan & Co
Pennsylvania
$223K – – –
HCIA
358
Hochman Cole Investment Advisors
Illinois
$222K – – –
HSA
359
HBK Sorce Advisory
Pennsylvania
$217K -$104K -1,215 -33%
BMM
360
Berkshire Money Management
Massachusetts
$215K – – –
MWP
361
MYCIO Wealth Partners
Pennsylvania
$213K -$7.42K -87 -4%
OC
362
Oarsman Capital
Wisconsin
$209K +$199K +2,328 New
SSB
363
Sandy Spring Bank
Maryland
$201K +$191K +2,238 New
FMBTD
364
First Midwest Bank Trust Division
Illinois
$201K +$191K +2,240 New
ACM
365
Armbruster Capital Management
New York
$200K – – –
CTC
366
Central Trust Company
Missouri
$194K – – –
AF
367
Arrow Financial
New York
$184K – – –
WTC
368
WhitTier Trust Company
Nevada
$184K – – –
KLI
369
Kelman-Lazarov Inc
Tennessee
$153K +$145K +1,700 New
SFPM
370
Sensible Financial Planning & Management
Massachusetts
$142K -$197K -2,305 -59%
BBHC
371
Brown Brothers Harriman & Co
New York
$139K – – –
HWP
372
Hefty Wealth Partners
Indiana
$129K -$18.3K -214 -13%
BC
373
Bartlett & Co
Ohio
$129K +$39.7K +465 +48%
LWA
374
Lenox Wealth Advisors
New York
$126K +$119K +1,400 New
SBL
375
Sargent Bickham Lagudis
Colorado
$117K +$111K +1,299 New
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