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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
$3.12B +$204M +1,427,773 +7%
Morgan Stanley
2
Morgan Stanley
New York
$1.69B +$2.51M +17,567 +0.2%
Wells Fargo
3
Wells Fargo
California
$1.26B -$31.3M -219,553 -2%
Bank of America
4
Bank of America
North Carolina
$980M -$41.5M -290,364 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$670M -$179M -1,256,430 -21%
UBS Group
6
UBS Group
Switzerland
$545M +$63M +440,953 +13%
Goldman Sachs
7
Goldman Sachs
New York
$456M -$12M -84,349 -3%
Ameriprise
8
Ameriprise
Minnesota
$360M +$427K +2,990 +0.1%
Stifel Financial
9
Stifel Financial
Missouri
$359M -$3.45M -24,157 -1%
LPL Financial
10
LPL Financial
California
$275M +$10.4M +72,770 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$204M +$8.48M +59,388 +4%
US Bancorp
12
US Bancorp
Minnesota
$192M +$16.7M +117,173 +10%
M&T Bank
13
M&T Bank
New York
$181M +$12.2M +85,698 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$173M +$7.28M +50,969 +4%
Mariner
15
Mariner
Kansas
$166M +$3.8M +26,593 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$164M -$31.1M -217,956 -16%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$138M -$3.98M -27,872 -3%
HNB
18
Huntington National Bank
Ohio
$129M – – –
Lido Advisors
19
Lido Advisors
California
$121M -$506K -3,541 -0.4%
RJA
20
Raymond James & Associates
Florida
$111M -$3.45M -24,195 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$110M +$3.17M +22,183 +3%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$108M -$5.31M -37,224 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$106M +$17.2M +120,388 +20%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M +$97.7M +684,149 New
MCM
25
MAI Capital Management
Ohio
$90.5M +$12.7M +88,791 +17%
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