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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$534M +$534M +7,041,640 New
Wells Fargo
2
Wells Fargo
California
$302M +$303M +3,989,045 New
VA
3
Valmark Advisers
Ohio
$277M +$277M +3,650,956 New
Bank of America
4
Bank of America
North Carolina
$186M +$186M +2,454,156 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$135M +$135M +1,782,341 New
WT
6
Wilmington Trust
Delaware
$122M +$122M +1,608,886 New
LPL Financial
7
LPL Financial
California
$116M +$116M +1,532,655 New
SAS
8
Sage Advisory Services
Texas
$111M +$111M +1,465,019 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$111M +$111M +1,464,666 New
U
10
UBS
Switzerland
$104M +$104M +1,369,376 New
USAA
11
United Services Automobile Association
Texas
$94.7M +$94.9M +1,250,205 New
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$94.2M +$94.3M +1,242,580 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$87M +$87.2M +1,148,567 New
QA
14
Quantitative Advantage
Minnesota
$54.3M +$54.3M +715,987 New
FHB
15
First Hawaiian Bank
Hawaii
$52.5M +$52.5M +691,850 New
UCFA
16
United Capital Financial Advisors
Texas
$51.8M +$51.9M +683,291 New
KeyBank National Association
17
KeyBank National Association
Ohio
$43.3M +$43.4M +572,097 New
WTNA
18
Wilmington Trust National Association
Delaware
$40.1M +$40.2M +529,140 New
SNC
19
Stifel Nicolaus & Co
Missouri
$39.9M +$40M +526,528 New
EA
20
Efficient Advisors
Ohio
$33.3M +$33.3M +438,911 New
FBNAT
21
FirstMerit Bank N.A. Trustee
Ohio
$28.5M +$28.5M +376,005 New
MA
22
MUFG Americas
New York
$28.1M +$28M +369,277 New
FA
23
FDx Advisors
Illinois
$27.6M +$27.7M +364,799 New
US Bancorp
24
US Bancorp
Minnesota
$26.7M +$26.8M +352,969 New
TAT
25
TD Ameritrade Trust
Colorado
$24.6M +$24.6M +324,306 New
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