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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
First Horizon Advisors
Tennessee
$247K
W
502
Wealthfront
California
$246K +$5.65K +51 +2%
OIWM
503
OptiFour Integrated Wealth Management
Virginia
$242K +$235K +2,122 New
VCP
504
Vista Capital Partners
Oregon
$240K
SIC
505
Sigma Investment Counselors
Michigan
$239K +$232K +2,095 New
MWAC
506
Mariner Wealth Advisors (Cincinnati)
Ohio
$236K
WTC
507
WhitTier Trust Company
Nevada
$234K
BMO
508
Beck Mack & Oliver
New York
$233K -$22.2K -200 -9%
ATFA
509
All Terrain Financial Advisors
Minnesota
$233K +$226K +2,040 New
BC
510
Bartlett & Co
Ohio
$231K -$5.54K -50 -2%
BPC
511
Banque Pictet & Cie
Switzerland
$228K -$388K -3,500 -64%
PNAA
512
Pictet North America Advisors
Switzerland
$228K -$388K -3,500 -64%
AAM
513
Aureus Asset Management
Massachusetts
$228K
HCIA
514
Hochman Cole Investment Advisors
Illinois
$228K
KIA
515
KCM Investment Advisors
California
$228K
TL
516
TrueWealth LLC
Georgia
$228K
PL
517
Parthenon LLC
Kentucky
$225K
VDI
518
Vaughan David Investments
Illinois
$225K
TWM
519
Titus Wealth Management
California
$224K +$217K +1,957 New
AWM
520
AE Wealth Management
Kansas
$221K +$215K +1,937 New
PCA
521
Peddock Capital Advisors
Massachusetts
$220K -$5.32K -48 -2%
SE
522
Summit Equities
New Jersey
$219K +$212K +1,915 New
Jane Street
523
Jane Street
New York
$218K -$1.12M -10,095 -84%
AB
524
Atlas Brown
Kentucky
$218K +$201K +1,817 New
CTB
525
Country Trust Bank
Illinois
$214K