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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
401
WesBanco Bank
West Virginia
$304K -$3.53K -34 -1%
AT
402
Arden Trust
Delaware
$303K – – –
PL
403
Plancorp LLC
Missouri
$303K – – –
FHA
404
First Horizon Advisors
Tennessee
$301K +$104 +1 +0%
BCIM
405
Bishop & Co Investment Management
Pennsylvania
$298K – – –
BEC
406
Blue Edge Capital
Virginia
$296K +$72.5K +698 +33%
JGIA
407
Jackson Grant Investment Advisers
Connecticut
$293K – – –
W
408
Wealthfront
California
$293K +$293K +2,818 New
AIM
409
Allen Investment Management
New York
$292K +$292K +2,810 New
DY
410
Dowling & Yahnke
California
$291K – – –
WSFS
411
Wilmington Savings Fund Society
Delaware
$291K – – –
DC
412
Davenport & Co
Virginia
$290K – – –
WSTAM
413
Wilbanks Smith & Thomas Asset Management
Virginia
$285K -$53K -510 -16%
LCM
414
Lucas Capital Management
New Jersey
$276K +$1.25K +12 +0.5%
VCP
415
Vista Capital Partners
Oregon
$276K +$276K +2,652 New
CPSAC
416
Chas P. Smith & Associates (CPS)
Florida
$275K – – –
PAS
417
Partnervest Advisory Services
California
$272K -$11.7K -113 -4%
PAM
418
Peak Asset Management
Colorado
$270K -$41.6K -400 -13%
CCM
419
Coldstream Capital Management
Washington
$269K – – –
SWM
420
SigFig Wealth Management
California
$268K +$266K +2,561 New
CTC
421
Central Trust Company
Missouri
$265K +$23.4K +225 +10%
FWP
422
FAS Wealth Partners
Kansas
$264K -$99.5K -958 -27%
WI
423
Welch Investments
Alabama
$264K -$9.77K -94 -4%
AF
424
Alerus Financial
North Dakota
$263K – – –
CCMD
425
Cypress Capital Management (Delaware)
Delaware
$262K – – –
15 16
17
18 19