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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
401
Stock Yards Bank & Trust
Kentucky
$313K +$5.73K +55 +2%
NCM
402
Narwhal Capital Management
Georgia
$312K – – –
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$311K +$309K +2,964 New
SCM
404
SOL Capital Management
Maryland
$309K +$307K +2,945 New
WB
405
WesBanco Bank
West Virginia
$305K -$729 -7 -0.2%
AT
406
Arden Trust
Delaware
$305K – – –
PL
407
Plancorp LLC
Missouri
$305K – – –
PCM
408
Peak Capital Management
Colorado
$305K +$303K +2,905 New
IWM
409
IHT Wealth Management
Illinois
$303K +$223K +2,136 New
HPWM
410
Highland Private Wealth Management
Washington
$302K +$92K +883 +44%
BEC
411
Blue Edge Capital
Virginia
$298K – – –
SSB
412
Sandy Spring Bank
Maryland
$297K -$73.5K -706 -20%
JGIA
413
Jackson Grant Investment Advisers
Connecticut
$297K +$1.56K +15 +0.5%
AIM
414
Allen Investment Management
New York
$295K – – –
WSFS
415
Wilmington Savings Fund Society
Delaware
$293K – – –
BWA
416
BDO Wealth Advisors
Florida
$288K +$285K +2,740 New
BMO
417
Beck Mack & Oliver
New York
$286K +$284K +2,729 New
DY
418
Dowling & Yahnke
California
$283K -$10.4K -100 -4%
ZF
419
Zhang Financial
Michigan
$283K +$99K +950 +54%
CCM
420
Coldstream Capital Management
Washington
$279K +$7.61K +73 +3%
CPSAC
421
Chas P. Smith & Associates (CPS)
Florida
$278K – – –
PAS
422
Partnervest Advisory Services
California
$274K – – –
WI
423
Welch Investments
Alabama
$267K – – –
FWP
424
FAS Wealth Partners
Kansas
$267K +$625 +6 +0.2%
AF
425
Alerus Financial
North Dakota
$265K – – –
15 16
17
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