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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.18B +$312M +2,025,177 +11%
Morgan Stanley
2
Morgan Stanley
New York
$1.83B +$26.2M +169,987 +1%
Wells Fargo
3
Wells Fargo
California
$1.39B +$69.1M +449,367 +5%
Bank of America
4
Bank of America
North Carolina
$1.06B +$75.8M +492,549 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$670M -$8.6M -55,862 -1%
UBS Group
6
UBS Group
Switzerland
$518M +$2.76M +17,906 +0.5%
Goldman Sachs
7
Goldman Sachs
New York
$479M +$20.5M +133,228 +5%
Stifel Financial
8
Stifel Financial
Missouri
$418M -$6.06M -39,407 -1%
Ameriprise
9
Ameriprise
Minnesota
$355M +$32.3M +210,227 +10%
LPL Financial
10
LPL Financial
California
$301M +$31.2M +202,738 +12%
VMPIC
11
Varma Mutual Pension Insurance Co
Finland
$267M +$114M +739,420 +76%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$191M -$15.7M -102,027 -8%
Lido Advisors
13
Lido Advisors
California
$183M +$102M +663,252 +129%
Mariner
14
Mariner
Kansas
$173M +$25M +162,771 +17%
Osaic Holdings
15
Osaic Holdings
Arizona
$171M +$22.1M +143,846 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$164M -$793K -5,151 -0.5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$158M -$1.03M -6,695 -0.7%
M&T Bank
18
M&T Bank
New York
$157M +$1.03M +6,680 +0.7%
US Bancorp
19
US Bancorp
Minnesota
$156M -$9.48M -61,631 -6%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$125M -$8.95M -58,186 -7%
HNB
21
Huntington National Bank
Ohio
$118M – – –
RJA
22
Raymond James & Associates
Florida
$117M +$7.25M +47,125 +7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$110M +$8.8M +57,188 +9%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$107M -$10.3M -66,725 -9%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$106M +$2.94M +19,079 +3%
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