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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
451
Evanson Asset Management
California
$336K – – –
AB
452
Atlas Brown
Kentucky
$333K +$141K +1,231 +68%
RIS
453
Retirement Income Solutions
Michigan
$329K +$344K +3,007 New
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$324K +$5.71K +50 +2%
CAM
455
Close Asset Management
United Kingdom
$321K – – –
NAM
456
NTV Asset Management
West Virginia
$319K -$343K -2,999 -51%
AT
457
Arden Trust
Delaware
$318K – – –
JGIA
458
Jackson Grant Investment Advisers
Connecticut
$316K +$1.94K +17 +0.6%
MCM
459
Murphy Capital Management
New Jersey
$311K +$5.71K +50 +2%
BEC
460
Blue Edge Capital
Virginia
$311K – – –
WF
461
Welch & Forbes
Massachusetts
$307K -$239K -2,090 -43%
CTC
462
Central Trust Company
Missouri
$307K -$17.1K -150 -5%
MSAM
463
Moloney Securities Asset Management
Missouri
$306K -$332K -2,904 -51%
SWM
464
Stockman Wealth Management
Montana
$306K – – –
QCG
465
Quadrant Capital Group
Ohio
$302K -$341K -2,980 -52%
PAMG
466
Patton Albertson Miller Group
Tennessee
$300K -$136K -1,189 -30%
MWM
467
Modera Wealth Management
New Jersey
$299K +$28.6K +250 +10%
NCM
468
Narwhal Capital Management
Georgia
$295K -$6.51K -57 -2%
CPSAC
469
Chas P. Smith & Associates (CPS)
Florida
$295K – – –
SYBT
470
Stock Yards Bank & Trust
Kentucky
$290K – – –
CCM
471
Coldstream Capital Management
Washington
$287K – – –
DY
472
Dowling & Yahnke
California
$286K -$914 -8 -0.3%
SWM
473
SeaCrest Wealth Management
New York
$285K +$457 +4 +0.2%
AWM
474
AE Wealth Management
Kansas
$282K +$73.1K +640 +33%
CFA
475
Camarda Financial Advisors
Florida
$279K -$44.5K -389 -13%
17 18
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