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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
Armbruster Capital Management
New York
$238K
VDI
502
Vaughan David Investments
Illinois
$234K +$19.1K +167 +8%
OIWM
503
OptiFour Integrated Wealth Management
Virginia
$232K
SIC
504
Sigma Investment Counselors
Michigan
$229K
EA
505
Edge Advisors
Georgia
$229K +$119K +1,045 +100%
MCM
506
Manchester Capital Management
Vermont
$228K -$57.1K -500 -19%
SPL
507
Smart Portfolios LLC
Washington
$227K +$237K +2,073 New
FHA
508
First Horizon Advisors
Tennessee
$226K -$9.6K -84 -4%
MWAC
509
Mariner Wealth Advisors (Cincinnati)
Ohio
$226K
Simplex Trading
510
Simplex Trading
Illinois
$226K +$237K +2,071 New
HIIFS
511
Harel Insurance Investments & Financial Services
Israel
$225K +$239K +2,091 New
WTC
512
WhitTier Trust Company
Nevada
$224K
BMO
513
Beck Mack & Oliver
New York
$223K
VCP
514
Vista Capital Partners
Oregon
$222K -$7.77K -68 -3%
OFG
515
OmniStar Financial Group
North Carolina
$219K -$101K -883 -31%
KIA
516
KCM Investment Advisors
California
$219K
TL
517
TrueWealth LLC
Georgia
$219K
HCIA
518
Hochman Cole Investment Advisors
Illinois
$218K
PL
519
Parthenon LLC
Kentucky
$215K
TWM
520
Titus Wealth Management
California
$214K
PAM
521
Peak Asset Management
Colorado
$213K -$29.1K -255 -12%
SIMM
522
Stillwater Investment Management (Minnesota)
Minnesota
$212K +$222K +1,942 New
W
523
Wealthfront
California
$211K -$26.4K -231 -11%
FDS
524
Freedom Day Solutions
Texas
$210K +$219K +1,919 New
WCM
525
Wealthcare Capital Management
Virginia
$209K +$6.63K +58 +3%