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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCIM
401
Bishop & Co Investment Management
Pennsylvania
$290K – – –
JGIA
402
Jackson Grant Investment Advisers
Connecticut
$285K +$3.32K +34 +1%
CG
403
Cutler Group
California
$284K +$274K +2,806 New
DY
404
Dowling & Yahnke
California
$283K – – –
WSFS
405
Wilmington Savings Fund Society
Delaware
$283K – – –
PAS
406
Partnervest Advisory Services
California
$277K +$5.17K +53 +2%
FHA
407
First Horizon Advisors
Tennessee
$273K – – –
CPSAC
408
Chas P. Smith & Associates (CPS)
Florida
$268K – – –
LCM
409
Lucas Capital Management
New Jersey
$267K +$1.56K +16 +0.6%
MWP
410
MYCIO Wealth Partners
Pennsylvania
$267K +$3.12K +32 +1%
SPIA
411
Steward Partners Investment Advisory
New York
$267K +$257K +2,634 New
WI
412
Welch Investments
Alabama
$267K +$257K +2,635 New
RCM
413
RNC Capital Management
California
$264K +$254K +2,600 New
CCM
414
Coldstream Capital Management
Washington
$262K +$9.07K +93 +4%
AF
415
Alerus Financial
North Dakota
$256K – – –
AWA
416
Arete Wealth Advisors
Illinois
$256K +$247K +2,530 New
CCMD
417
Cypress Capital Management (Delaware)
Delaware
$255K – – –
MWM
418
Modera Wealth Management
New Jersey
$251K +$26.3K +270 +12%
RC
419
RegentAtlantic Capital
New Jersey
$250K -$2.34K -24 -1%
HCIA
420
Hochman Cole Investment Advisors
Illinois
$250K – – –
GIA
421
Guyasuta Investment Advisors
Pennsylvania
$247K +$238K +2,439 New
AAM
422
Aureus Asset Management
Massachusetts
$241K – – –
NCM
423
Narwhal Capital Management
Georgia
$238K – – –
CTC
424
Central Trust Company
Missouri
$236K +$16.6K +170 +8%
PWAP
425
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$235K +$226K +2,315 New
15 16
17
18 19