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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$38.8M -$795K -9,317 -2%
BlackRock
27
BlackRock
New York
$37.9M +$7.66M +89,821 +27%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$36.1M +$5M +58,590 +17%
MA
29
MUFG Americas
New York
$33.9M -$809K -9,479 -2%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.3M +$7.73M +90,536 +34%
RJA
31
Raymond James & Associates
Florida
$31.7M +$2.82M +32,995 +10%
PFM
32
Phillips Financial Management
Indiana
$31M +$684K +8,018 +2%
FBNAT
33
FirstMerit Bank N.A. Trustee
Ohio
$30.4M +$593K +6,955 +2%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$28.9M -$1.49M -17,416 -5%
BAAM
35
Baker Avenue Asset Management
California
$28.5M +$9.01M +105,628 +50%
JP Morgan Chase
36
JP Morgan Chase
New York
$26.9M +$1.2M +14,031 +5%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$26.5M +$24.8M +290,217 +6,535%
CC
38
Courier Capital
New York
$24.6M +$775K +9,077 +3%
AIP
39
Ameritas Investment Partners
Nebraska
$24.6M +$255K +2,983 +1%
CAL
40
Capital Analysts LLC
Pennsylvania
$24.5M -$170K -1,991 -0.7%
TAT
41
TD Ameritrade Trust
Colorado
$23.8M -$1.89M -22,099 -8%
PWAG
42
Polaris Wealth Advisory Group
California
$22.8M -$1.49M -17,417 -6%
Ameriprise
43
Ameriprise
Minnesota
$21.3M +$5.54M +64,876 +38%
Mariner
44
Mariner
Kansas
$21.3M +$6.72M +78,746 +50%
FA
45
FCG Advisors
New Jersey
$20.3M +$16.8M +196,508 +683%
PAS
46
Park Avenue Securities
New York
$18.8M +$5.87M +68,840 +50%
JGC
47
J. Goldman & Co
New York
$18.6M +$17.6M +206,600 New
CCMG
48
Clark Capital Management Group
Pennsylvania
$18.4M +$17.5M +204,727 New
1IA
49
1834 Investment Advisors
Wisconsin
$18.2M +$698K +8,185 +4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$18.1M +$12.5M +146,771 +271%