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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCIM
351
Bishop & Co Investment Management
Pennsylvania
$272K – – –
DY
352
Dowling & Yahnke
California
$265K -$7.61K -80 -3%
WSFS
353
Wilmington Savings Fund Society
Delaware
$265K – – –
JGIA
354
Jackson Grant Investment Advisers
Connecticut
$264K – – –
FTUS
355
Flow Traders U.S.
New York
$263K +$263K +2,768 New
WCM
356
Wealthcare Capital Management
Virginia
$257K -$6.19K -65 -2%
PAS
357
Partnervest Advisory Services
California
$254K +$255K +2,675 New
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$251K – – –
LCM
359
Lucas Capital Management
New Jersey
$249K +$1.52K +16 +0.6%
MC
360
Mathes Company
New York
$247K – – –
MWP
361
MYCIO Wealth Partners
Pennsylvania
$247K +$20.7K +218 +9%
AF
362
Alerus Financial
North Dakota
$240K – – –
CCMD
363
Cypress Capital Management (Delaware)
Delaware
$239K – – –
WB
364
WesBanco Bank
West Virginia
$237K +$17.8K +187 +8%
CCM
365
Coldstream Capital Management
Washington
$237K +$237K +2,493 New
RC
366
RegentAtlantic Capital
New Jersey
$236K +$237K +2,489 New
CL
367
CPWM LLC
Washington
$235K -$38.9K -409 -14%
HCIA
368
Hochman Cole Investment Advisors
Illinois
$234K – – –
AAM
369
Aureus Asset Management
Massachusetts
$226K +$226K +2,378 New
OC
370
Oarsman Capital
Wisconsin
$224K – – –
NCM
371
Narwhal Capital Management
Georgia
$223K -$143K -1,500 -39%
LWM
372
LBA Wealth Management
Florida
$220K +$99.7K +1,048 +83%
SFWA
373
Summit Financial Wealth Advisors
Louisiana
$216K – – –
FMBTD
374
First Midwest Bank Trust Division
Illinois
$213K +$952 +10 +0.4%
PPA
375
Parametric Portfolio Associates
Washington
$211K -$386K -4,059 -65%
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