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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
651
Silicon Hills Wealth Management
Texas
$382K -$248K -1,844 -41%
CIC
652
Carnegie Investment Counsel
Ohio
$380K – – –
CAI
653
Capital Advisors Inc
Oklahoma
$378K -$43.1K -320 -11%
SSB
654
Sandy Spring Bank
Maryland
$375K -$9.42K -70 -3%
AC
655
Alexandria Capital
Virginia
$374K -$93.2K -692 -21%
WAP
656
Wealthcare Advisory Partners
Pennsylvania
$373K +$27.3K +203 +8%
FT
657
Fiduciary Trust
Massachusetts
$372K – – –
MC
658
Mathes Company
New York
$367K – – –
WSFS
659
Wilmington Savings Fund Society
Delaware
$367K – – –
CFA
660
CWS Financial Advisors
Michigan
$366K – – –
VWM
661
Valley Wealth Managers
New Jersey
$366K +$93.7K +696 +37%
WTC
662
WhitTier Trust Company
Nevada
$362K – – –
EVM
663
Eaton Vance Management
Massachusetts
$359K – – –
FIB
664
First Interstate Bancsystem
Montana
$357K +$340K +2,527 New
MW
665
Marcum Wealth
Ohio
$355K +$338K +2,510 New
FWM
666
Filbrandt Wealth Management
Wisconsin
$353K – – –
RF
667
Rollins Financial
Georgia
$352K -$13.5K -100 -4%
BFM
668
Boston Financial Management
Massachusetts
$352K – – –
FPGK
669
Financial Partners Group (Kansas)
Kansas
$350K +$539 +4 +0.2%
CPSAC
670
Chas P. Smith & Associates (CPS)
Florida
$349K – – –
3LCM
671
3D/L Capital Management
Connecticut
$344K +$328K +2,437 New
RMDI
672
R.M. Davis Inc
Maine
$343K – – –
RRWA
673
Rainey & Randall Wealth Advisors
Florida
$343K +$58.3K +433 +22%
CCM
674
Cribstone Capital Management
Maine
$342K -$35.8K -266 -10%
NAM
675
NorthCoast Asset Management
Connecticut
$337K – – –
25 26
27
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