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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
176
Guggenheim Capital
Illinois
$835K -$753K -8,529 -48%
HNB
177
Huntington National Bank
Ohio
$833K – – –
AWM
178
Avior Wealth Management
Nebraska
$825K -$106K -1,197 -12%
CI
179
Conning Inc
Connecticut
$822K +$804K +9,103 New
BP
180
Ballentine Partners
Massachusetts
$814K – – –
ACM
181
Azimuth Capital Management
Michigan
$786K -$12.8K -145 -2%
PA
182
Pinnacle Associates
New York
$775K -$55K -623 -7%
SC
183
Stratford Consulting
Texas
$765K +$3.62K +41 +0.5%
NG
184
NatWest Group
United Kingdom
$712K – – –
FIM
185
Freedom Investment Management
Connecticut
$692K -$30.2K -342 -4%
MAA
186
Managed Account Advisors
New Jersey
$690K +$295K +3,343 +78%
NAM
187
NTV Asset Management
West Virginia
$686K +$26.1K +295 +4%
AWA
188
Arete Wealth Advisors
Illinois
$679K +$664K +7,520 New
BAC
189
Boys Arnold & Co
North Carolina
$677K – – –
EWM
190
Evercore Wealth Management
New York
$671K – – –
PMG
191
ProVise Management Group
Florida
$663K +$649K +7,347 New
OWD
192
Osborn Williams & Donohoe
Ohio
$654K – – –
FNBT
193
FineMark National Bank & Trust
Florida
$651K +$179K +2,031 +39%
CWM
194
Confluence Wealth Management
Oregon
$645K +$3.36K +38 +0.5%
NES
195
New England Securities
New York
$632K -$56.6K -641 -8%
ABC
196
Associated Banc-Corp
Wisconsin
$617K -$88.8K -1,005 -13%
WSTAM
197
Wilbanks Smith & Thomas Asset Management
Virginia
$614K -$15K -170 -2%
FA
198
FCG Advisors
New Jersey
$612K +$601K +6,799 New
SFG
199
SNS Financial Group
Minnesota
$605K +$592K +6,703 New
ELC
200
Edgar Lomax Company
Virginia
$604K +$14.2K +161 +2%
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