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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
501
Sigma Investment Counselors
Michigan
$259K – – –
FMBTD
502
First Midwest Bank Trust Division
Illinois
$258K -$730K -6,358 -74%
AC
503
Addison Capital
Pennsylvania
$256K – – –
TIM
504
Total Investment Management
Arizona
$256K – – –
CFA
505
Carroll Financial Associates
North Carolina
$251K +$7.12K +62 +3%
ONB
506
Old National Bancorp
Indiana
$250K -$18.2K -159 -7%
GLA
507
Good Life Advisors
Pennsylvania
$248K +$5.74K +50 +2%
MWM
508
Modera Wealth Management
New Jersey
$247K +$31.9K +278 +15%
AIM
509
Advantage Investment Management
Iowa
$246K -$25.1K -219 -9%
OIWM
510
OptiFour Integrated Wealth Management
Virginia
$246K – – –
KM
511
Kalos Management
Georgia
$243K +$241K +2,103 New
MCM
512
Manchester Capital Management
Vermont
$242K – – –
BCWM
513
Bartlett & Co Wealth Management
Ohio
$240K – – –
MCM
514
Murphy Capital Management
New Jersey
$240K -$136K -1,183 -36%
SPL
515
Smart Portfolios LLC
Washington
$240K – – –
CPIG
516
Chicago Partners Investment Group
Illinois
$240K +$4.25K +37 +2%
BC
517
Bartlett & Co
Ohio
$239K – – –
WTC
518
WhitTier Trust Company
Nevada
$237K – – –
KIA
519
KCM Investment Advisors
California
$232K – – –
HCIA
520
Hochman Cole Investment Advisors
Illinois
$231K – – –
WP
521
WealthPLAN Partners
Nebraska
$231K +$244K +2,122 New
W
522
Wealthfront
California
$229K +$227K +1,978 New
GIA
523
Guyasuta Investment Advisors
Pennsylvania
$228K -$49K -427 -18%
PL
524
Parthenon LLC
Kentucky
$228K – – –
ACM
525
Armbruster Capital Management
New York
$226K – – –
19 20
21
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