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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
451
Addison Capital
Pennsylvania
$238K – – –
ACM
452
Armbruster Capital Management
New York
$235K – – –
CPIG
453
Chicago Partners Investment Group
Illinois
$235K +$82.8K +782 +56%
CBN
454
Cadence Bank NA
Texas
$235K +$231K +2,181 New
FHA
455
First Horizon Advisors
Tennessee
$231K +$106 +1 +0%
IWM
456
IHT Wealth Management
Illinois
$230K -$2.12K -20 -0.9%
PCM
457
Peak Capital Management
Colorado
$227K -$84.6K -799 -28%
W
458
Wealthfront
California
$227K -$26.6K -251 -11%
VCP
459
Vista Capital Partners
Oregon
$227K – – –
BC
460
Bartlett & Co
Ohio
$224K – – –
MWAC
461
Mariner Wealth Advisors (Cincinnati)
Ohio
$223K +$219K +2,065 New
SIMM
462
Stillwater Investment Management (Minnesota)
Minnesota
$221K – – –
WTC
463
WhitTier Trust Company
Nevada
$221K – – –
KIA
464
KCM Investment Advisors
California
$216K – – –
AAM
465
Aureus Asset Management
Massachusetts
$215K – – –
HCIA
466
Hochman Cole Investment Advisors
Illinois
$215K – – –
LCM
467
Lucas Capital Management
New Jersey
$213K -$29.3K -277 -12%
VDI
468
Vaughan David Investments
Illinois
$213K – – –
PCA
469
Peddock Capital Advisors
Massachusetts
$213K +$3.81K +36 +2%
PL
470
Parthenon LLC
Kentucky
$212K – – –
CTB
471
Country Trust Bank
Illinois
$203K – – –
WCM
472
Wealthcare Capital Management
Virginia
$200K – – –
BBHC
473
Brown Brothers Harriman & Co
New York
$197K +$29.5K +279 +18%
AF
474
Arrow Financial
New York
$191K -$5.29K -50 -3%
OC
475
Oakworth Capital
Alabama
$189K – – –
17 18
19
20 21