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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
501
Robertson Stephens Wealth Management
California
$365K +$395K +3,613 New
WEC
502
Winslow Evans & Crocker
Massachusetts
$362K – – –
BSB
503
Bangor Savings Bank
Maine
$360K -$10.9K -100 -3%
OMC
504
Old Mission Capital
Illinois
$359K +$389K +3,552 New
CAL
505
Capital Advisors Ltd
Ohio
$355K +$1.2K +11 +0.3%
SFPM
506
Sensible Financial Planning & Management
Massachusetts
$354K -$2.84K -26 -0.7%
AWA
507
Acorn Wealth Advisors
Michigan
$347K -$8.86K -81 -2%
BFPW
508
BOK Financial Private Wealth
Colorado
$346K -$68.8K -629 -16%
SFA
509
Sequoia Financial Advisors
Ohio
$346K – – –
RC
510
RegentAtlantic Capital
New Jersey
$345K -$42.2K -386 -10%
BS
511
Boenning & Scattergood
Pennsylvania
$343K +$14.8K +135 +4%
BA
512
Birinyi Associates
Connecticut
$339K -$27.3K -250 -7%
SSB
513
Sandy Spring Bank
Maryland
$333K – – –
TW
514
Towerpoint Wealth
California
$332K -$2.73K -25 -0.8%
BIM
515
Bridges Investment Management
Nebraska
$328K -$10.9K -100 -3%
AB
516
Atlas Brown
Kentucky
$327K -$20.1K -184 -5%
RG
517
Rikoon Group
New Mexico
$327K +$76.3K +697 +27%
TTWM
518
TCV Trust & Wealth Management
Virginia
$324K – – –
EAM
519
Evanson Asset Management
California
$324K +$109 +1 +0%
GCA
520
Gradient Capital Advisors
California
$323K -$44.1K -403 -11%
CCT
521
Country Club Trust
Missouri
$321K – – –
CPSAC
522
Chas P. Smith & Associates (CPS)
Florida
$320K +$51K +466 +17%
NL
523
NWAM LLC
Washington
$315K +$33.8K +309 +11%
SWM
524
SeaCrest Wealth Management
New York
$314K +$875 +8 +0.3%
GTAM
525
Global Trust Asset Management
Florida
$311K +$81.5K +745 +32%
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