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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
351
Balentine LLC
Georgia
$276K +$272K +2,975 New
BPCE
352
Bank Pictet & Cie (Europe)
Germany
$274K – – –
SYBT
353
Stock Yards Bank & Trust
Kentucky
$272K – – –
FHA
354
First Horizon Advisors
Tennessee
$271K -$155K -1,697 -37%
CL
355
CPWM LLC
Washington
$267K – – –
DY
356
Dowling & Yahnke
California
$267K – – –
BCIM
357
Bishop & Co Investment Management
Pennsylvania
$266K +$262K +2,861 New
MBT
358
Montecito Bank & Trust
California
$265K – – –
CB
359
Commerce Bank
Missouri
$262K -$39.5K -432 -13%
PO
360
Private Ocean
California
$262K +$179K +1,953 New
WSFS
361
Wilmington Savings Fund Society
Delaware
$260K – – –
JGIA
362
Jackson Grant Investment Advisers
Connecticut
$258K +$3.02K +33 +1%
WCM
363
Wealthcare Capital Management
Virginia
$257K -$31.5K -344 -11%
CPSAC
364
Chas P. Smith & Associates (CPS)
Florida
$246K -$68.7K -750 -22%
MC
365
Mathes Company
New York
$242K – – –
LCM
366
Lucas Capital Management
New Jersey
$242K +$1.37K +15 +0.6%
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$242K +$9.15K +100 +4%
CCMD
368
Cypress Capital Management (Delaware)
Delaware
$234K – – –
AF
369
Alerus Financial
North Dakota
$234K +$231K +2,524 New
HCIA
370
Hochman Cole Investment Advisors
Illinois
$229K – – –
MWP
371
MYCIO Wealth Partners
Pennsylvania
$221K +$1.28K +14 +0.6%
OC
372
Oarsman Capital
Wisconsin
$220K +$3.2K +35 +2%
WB
373
WesBanco Bank
West Virginia
$214K +$211K +2,304 New
SFWA
374
Summit Financial Wealth Advisors
Louisiana
$211K +$208K +2,271 New
FMBTD
375
First Midwest Bank Trust Division
Illinois
$208K – – –
13 14
15
16 17