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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
526
First Command Bank
Texas
$25K +$24.8K +234 New
FCFS
527
First Command Financial Services
Texas
$25K +$24.8K +234 New
CWM
528
Catamount Wealth Management
Connecticut
$21K – – –
MIM
529
Macroview Investment Management
Maryland
$17K – – –
IA
530
IndexIQ Advisors
New York
$16K -$1.07M -10,120 -99%
JAM
531
Jolley Asset Management
North Carolina
$16K +$15.5K +146 New
MCIA
532
Mountain Capital Investment Advisors
Colorado
$14K – – –
CCM
533
Covington Capital Management
California
$14K +$13.7K +129 New
GWS
534
Glassman Wealth Services
Virginia
$11K – – –
CG
535
Cutler Group
California
$10K +$3.71K +35 +54%
LC
536
Landaas & Company
Wisconsin
$9K +$8.89K +84 New
PG
537
Patten Group
Tennessee
$8K – – –
AIA
538
Armor Investment Advisors
North Carolina
$8K +$106 +1 +1%
PK
539
Pflug Koory
Nebraska
$7K – – –
AF
540
Allworth Financial
California
$6K -$17.3K -163 -75%
GEA
541
Glen Eagle Advisors
New Jersey
$5.4K -$3.18K -30 -38%
GI
542
GS Investments
Minnesota
$5.39K – – –
LWA
543
Lowe Wealth Advisors
Maryland
$5K +$1.59K +15 +43%
SA
544
SRH Advisors
Kansas
$5K +$4.87K +46 New
SQA
545
Simon Quick Advisors
New Jersey
$5K +$5.08K +48 New
SFG
546
SevenBridge Financial Group
Pennsylvania
$3K – – –
ADL
547
Asset Dedication LLC
California
$1K – – –
PAS
548
Park Avenue Securities
New York
– -$31.5M -299,383 Closed
AIG
549
American International Group
New York
– -$6.72M -63,998 Closed
PIM
550
Parker Investment Management
California
– -$4.32M -41,148 Closed
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