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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
451
Balentine LLC
Georgia
$351K – – –
CAM
452
Close Asset Management
United Kingdom
$343K – – –
W
453
WealthShield
North Carolina
$342K +$331K +2,984 New
WP
454
WealthShield Partners
North Carolina
$342K +$331K +2,984 New
CTC
455
Central Trust Company
Missouri
$338K – – –
CFA
456
Camarda Financial Advisors
Florida
$336K -$203K -1,828 -38%
BBA
457
Braun-Bostich & Associates
Pennsylvania
$333K +$323K +2,916 New
FFA
458
First Foundation Advisors
California
$333K +$323K +2,918 New
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K – – –
AT
460
Arden Trust
Delaware
$332K – – –
OFG
461
OmniStar Financial Group
North Carolina
$330K +$320K +2,890 New
JGIA
462
Jackson Grant Investment Advisers
Connecticut
$329K +$3.66K +33 +1%
HPWM
463
Highland Private Wealth Management
Washington
$328K – – –
BEC
464
Blue Edge Capital
Virginia
$325K – – –
SWM
465
Stockman Wealth Management
Montana
$320K – – –
MCM
466
Murphy Capital Management
New Jersey
$319K -$22.2K -200 -7%
WSTAM
467
Wilbanks Smith & Thomas Asset Management
Virginia
$319K -$18.8K -170 -6%
WSFS
468
Wilmington Savings Fund Society
Delaware
$319K – – –
SSB
469
Sandy Spring Bank
Maryland
$318K – – –
NCM
470
Narwhal Capital Management
Georgia
$315K -$4.76K -43 -2%
RG
471
Rikoon Group
New Mexico
$309K -$64.5K -582 -18%
CPSAC
472
Chas P. Smith & Associates (CPS)
Florida
$308K +$5.54K +50 +2%
SYBT
473
Stock Yards Bank & Trust
Kentucky
$303K -$31.4K -283 -10%
CCM
474
Coldstream Capital Management
Washington
$300K -$3.77K -34 -1%
DY
475
Dowling & Yahnke
California
$299K – – –
17 18
19
20 21