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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
$2.79B -$477M -3,154,992 -15%
Morgan Stanley
2
Morgan Stanley
New York
$1.73B -$43.9M -290,249 -2%
Wells Fargo
3
Wells Fargo
California
$1.26B -$63.9M -422,769 -5%
Bank of America
4
Bank of America
North Carolina
$1.06B +$39.3M +259,746 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$591M -$109M -721,298 -16%
UBS Group
6
UBS Group
Switzerland
$562M -$8.09M -53,542 -1%
Goldman Sachs
7
Goldman Sachs
New York
$493M +$15.2M +100,369 +3%
Ameriprise
8
Ameriprise
Minnesota
$367M -$8.47M -56,059 -2%
Stifel Financial
9
Stifel Financial
Missouri
$335M -$40.6M -268,605 -11%
LPL Financial
10
LPL Financial
California
$296M +$8.37M +55,367 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$215M +$1.17M +7,711 +0.5%
US Bancorp
12
US Bancorp
Minnesota
$195M -$5.64M -37,353 -3%
M&T Bank
13
M&T Bank
New York
$178M -$11.1M -73,495 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$175M -$5.62M -37,186 -3%
Mariner
15
Mariner
Kansas
$171M -$1.87M -12,347 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$159M -$11.6M -76,481 -7%
HNB
17
Huntington National Bank
Ohio
$145M – – –
VMPIC
18
Varma Mutual Pension Insurance Co
Finland
$145M +$137M +905,955 +1,830%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$142M -$2.04M -13,513 -1%
RJA
20
Raymond James & Associates
Florida
$118M +$2.14M +14,147 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$113M +$2.49M +16,455 +2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$111M -$4.48M -29,669 -4%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$107M -$5.88M -38,915 -5%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$101M -$2.99M -19,782 -3%
MCM
25
MAI Capital Management
Ohio
$90.9M -$3.78M -24,995 -4%
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