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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
251
Cambiar Investors
Colorado
$436K +$426K +4,650 New
MCM
252
Manchester Capital Management
Vermont
$430K +$53.5K +584 +15%
MPM
253
Meritage Portfolio Management
Kansas
$430K +$420K +4,585 New
CPO
254
Cerity Partners OCIO
New York
$426K -$27.7K -302 -6%
WG
255
Welch Group
Alabama
$415K -$133K -1,454 -25%
BRWA
256
B. Riley Wealth Advisors
Florida
$411K +$112K +1,221 +39%
William Blair & Company
257
William Blair & Company
Illinois
$403K +$72.7K +794 +23%
LW
258
Linscomb Wealth
Texas
$397K
FA
259
FDx Advisors
Illinois
$384K +$375K +4,094 New
RIA
260
Regal Investment Advisors
Michigan
$383K -$34.4K -375 -8%
SSWM
261
Sheets Smith Wealth Management
North Carolina
$379K
WEC
262
Winslow Evans & Crocker
Massachusetts
$378K
NFG
263
Next Financial Group
Texas
$378K -$627K -6,839 -63%
KL
264
KWMG LLC
Kansas
$378K +$373K +4,068 New
CSIA
265
Charles Schwab Investment Advisory
California
$360K +$351K +3,835 New
PFBT
266
Parkside Financial Bank & Trust
Missouri
$359K
CCM
267
Condor Capital Management
New Jersey
$356K -$6.6K -72 -2%
AW
268
ACG Wealth
Georgia
$344K -$209K -2,279 -38%
Two Sigma Investments
269
Two Sigma Investments
New York
$338K -$72K -786 -18%
HI
270
Horizon Investments
North Carolina
$336K -$3.94K -43 -1%
IAA
271
Ironsides Asset Advisors
North Carolina
$336K
ONB
272
Old National Bancorp
Indiana
$329K -$13.5K -147 -4%
LNC
273
Lincoln National Corp
Pennsylvania
$322K +$75.6K +825 +32%
SS
274
Simplicity Solutions
Minnesota
$321K +$314K +3,428 New
Brown Advisory
275
Brown Advisory
Maryland
$317K +$310K +3,383 New