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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIWM
576
OptiFour Integrated Wealth Management
Virginia
$247K
AI
577
Atria Investments
North Carolina
$245K -$265K -2,312 -52%
WSTAM
578
Wilbanks Smith & Thomas Asset Management
Virginia
$245K
SIC
579
Sigma Investment Counselors
Michigan
$244K
CGA
580
Crescent Grove Advisors
Illinois
$244K +$239K +2,089 New
ECG
581
Edge Capital Group
Georgia
$244K +$240K +2,095 New
SPL
582
Smart Portfolios LLC
Washington
$242K
WPSG
583
Wealth & Pension Services Group
Georgia
$239K -$34.4K -300 -13%
WTC
584
WhitTier Trust Company
Nevada
$239K
SB
585
Simmons Bank
Arkansas
$237K -$38.4K -335 -14%
ONB
586
Old National Bancorp
Indiana
$236K -$14.9K -130 -6%
KIA
587
KCM Investment Advisors
California
$233K
GM
588
GeoWealth Management
Illinois
$233K +$229K +2,000 New
HCIA
589
Hochman Cole Investment Advisors
Illinois
$232K
KA
590
Klingman & Associates
New York
$225K
KF
591
Krilogy Financial
Missouri
$223K -$4.81K -42 -2%
OC
592
Oarsman Capital
Wisconsin
$221K
AWM
593
Affinity Wealth Management
Delaware
$220K -$19.7K -172 -8%
MCM
594
Manchester Capital Management
Vermont
$220K
AL
595
Aspiriant LLC
California
$220K +$5.61K +49 +3%
CB
596
Chemical Bank
Michigan
$219K
CTB
597
Country Trust Bank
Illinois
$219K
FNT
598
First National Trust
Pennsylvania
$215K
GIA
599
Guyasuta Investment Advisors
Pennsylvania
$215K
FIB
600
First Interstate Bank
Montana
$214K