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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
176
Concert Wealth Management
California
$609K +$4.98K +59 +0.8%
WSTAM
177
Wilbanks Smith & Thomas Asset Management
Virginia
$606K -$2.96K -35 -0.5%
CA
178
Cetera Advisors
Colorado
$574K +$70.4K +833 +14%
PI
179
Placemark Investments
Illinois
$570K -$662K -7,839 -54%
CDIA
180
Capital Directions Investment Advisors
Georgia
$568K – – –
ELC
181
Edgar Lomax Company
Virginia
$567K +$551K +6,524 New
BJL
182
Brighton Jones LLC
Washington
$558K +$2.87K +34 +0.5%
PA
183
Parkside Advisors
California
$556K -$119K -1,409 -18%
RJT
184
Raymond James Trust
Florida
$556K +$115K +1,360 +27%
FHC
185
First Heartland Consultants
Missouri
$543K +$528K +6,252 New
GG
186
Gofen & Glossberg
Illinois
$537K -$16.9K -200 -3%
FNBTCON
187
First National Bank & Trust Co of Newtown
Pennsylvania
$532K – – –
NEPWA
188
New England Private Wealth Advisors
Massachusetts
$526K +$175K +2,071 +52%
NDSI
189
Newman Dignan & Sheerar Inc
Rhode Island
$521K -$6.33K -75 -1%
AF
190
Allworth Financial
California
$518K +$504K +5,962 New
AW
191
ACG Wealth
Georgia
$511K +$2.62K +31 +0.5%
BDF
192
Balasa Dinverno & Foltz
$510K +$152K +1,797 +44%
SWA
193
SFMG Wealth Advisors
Texas
$506K -$103K -1,223 -17%
HI
194
Horizon Investments
North Carolina
$502K – – –
BOTW
195
Bank of the West
California
$501K -$10.6K -125 -2%
PFS
196
Prospera Financial Services
Texas
$496K +$65.2K +772 +16%
TIA
197
Tiemann Investment Advisors
California
$490K +$31.8K +376 +7%
BPC
198
Banque Pictet & Cie
Switzerland
$478K – – –
DADC
199
D.A. Davidson & Co
Montana
$478K +$338 +4 +0.1%
YP
200
Yellowstone Partners
Idaho
$474K +$8.02K +95 +2%
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