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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
201
Birinyi Associates
Connecticut
$1.5M -$71.4K -750 -5%
MAM
202
Marquette Asset Management
Minnesota
$1.49M – – –
WI
203
Wintrust Investments
Illinois
$1.49M -$101K -1,065 -6%
CAN
204
Cetera Advisor Networks
California
$1.48M +$181K +1,903 +14%
CCFCSB
205
Cape Cod Five Cents Savings Bank
Massachusetts
$1.45M -$25.5K -268 -2%
BA
206
Bristlecone Advisors
Washington
$1.45M – – –
VFA
207
Voya Financial Advisors
Connecticut
$1.43M +$400K +4,198 +38%
SIA
208
Starfire Investment Advisers
Michigan
$1.42M – – –
1GA
209
1st Global Advisors
Texas
$1.38M – – –
VIA
210
Vantage Investment Advisors
Pennsylvania
$1.34M -$261K -2,740 -16%
HW
211
Hancock Whitney
Mississippi
$1.31M +$305K +3,204 +30%
FIM
212
Freedom Investment Management
Connecticut
$1.29M +$251K +2,633 +24%
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$1.27M -$11.4K -120 -0.9%
GF
214
Gerstein Fisher
New York
$1.27M +$95 +1 +0%
CCMG
215
Clark Capital Management Group
Pennsylvania
$1.26M -$8.74M -91,849 -87%
TNB
216
Thomasville National Bank
Georgia
$1.25M -$16.4K -172 -1%
TFCP
217
Twin Focus Capital Partners
Massachusetts
$1.24M +$3.71K +39 +0.3%
NFG
218
Next Financial Group
Texas
$1.24M +$350K +3,678 +39%
FPFS
219
First Personal Financial Services
North Carolina
$1.23M -$1.43M -15,045 -54%
AWM
220
Affinity Wealth Management
Delaware
$1.19M -$757K -7,956 -39%
HS
221
Huntington Steele
Pennsylvania
$1.18M +$58.8K +618 +5%
AL
222
Aspiriant LLC
California
$1.17M -$60.2K -633 -5%
TH
223
Timber Hill
Connecticut
$1.16M -$416K -4,373 -26%
OC
224
Oppenheimer & Co
New York
$1.13M -$22.3K -234 -2%
ECM
225
ETrade Capital Management
Virginia
$1.12M -$66K -694 -6%
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