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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
176
Ballentine Partners
Massachusetts
$813K – – –
GF
177
Gerstein Fisher
New York
$804K -$184K -2,029 -19%
ACM
178
Azimuth Capital Management
Michigan
$796K +$11.8K +130 +1%
RJT
179
Raymond James Trust
Florida
$792K +$218K +2,395 +37%
AWM
180
Avior Wealth Management
Nebraska
$782K -$41.5K -457 -5%
SC
181
Stratford Consulting
Texas
$764K +$636 +7 +0.1%
PI
182
Placemark Investments
Illinois
$746K -$891K -9,801 -54%
FIM
183
Freedom Investment Management
Connecticut
$733K +$43.4K +478 +6%
NG
184
NatWest Group
United Kingdom
$710K – – –
AWA
185
Arete Wealth Advisors
Illinois
$694K +$16.8K +185 +2%
NAM
186
NTV Asset Management
West Virginia
$684K – – –
BAC
187
Boys Arnold & Co
North Carolina
$675K – – –
EWM
188
Evercore Wealth Management
New York
$669K – – –
PA
189
Pinnacle Associates
New York
$664K -$110K -1,208 -14%
ELC
190
Edgar Lomax Company
Virginia
$663K +$61.4K +675 +10%
NES
191
New England Securities
New York
$660K +$30K +330 +5%
OWD
192
Osborn Williams & Donohoe
Ohio
$650K – – –
FNBT
193
FineMark National Bank & Trust
Florida
$649K – – –
CWM
194
Confluence Wealth Management
Oregon
$646K +$3.27K +36 +0.5%
SFG
195
SNS Financial Group
Minnesota
$639K +$36K +396 +6%
ABC
196
Associated Banc-Corp
Wisconsin
$616K – – –
TIA
197
Tiemann Investment Advisors
California
$612K +$20.8K +229 +3%
CWM
198
Concert Wealth Management
California
$611K -$6.63K -73 -1%
FNBTCON
199
First National Bank & Trust Co of Newtown
Pennsylvania
$609K – – –
TFCP
200
Twin Focus Capital Partners
Massachusetts
$608K +$614K +6,750 New
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