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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$39.4M -$691K -7,544 -2%
JP Morgan Chase
27
JP Morgan Chase
New York
$35.7M +$7.79M +85,132 +28%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$35.6M -$1.72M -18,791 -5%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.8M +$1.46M +15,972 +4%
MA
30
MUFG Americas
New York
$34.8M -$186K -2,032 -0.5%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$34.6M +$4.76M +52,007 +16%
BlackRock
32
BlackRock
New York
$33.2M -$5.91M -64,620 -15%
PFM
33
Phillips Financial Management
Indiana
$33M +$184K +2,006 +0.6%
RJA
34
Raymond James & Associates
Florida
$32.8M +$89.1K +973 +0.3%
FBNAT
35
FirstMerit Bank N.A. Trustee
Ohio
$31.6M +$112K +1,219 +0.4%
Axa
36
Axa
France
$30.6M +$13.2M +144,000 +78%
MMA
37
Miracle Mile Advisors
California
$29.6M +$14.6M +159,738 +107%
Goldman Sachs
38
Goldman Sachs
New York
$29M -$168M -1,830,250 -85%
CAL
39
Capital Analysts LLC
Pennsylvania
$27.4M +$2.02M +22,108 +8%
Ameriprise
40
Ameriprise
Minnesota
$26.9M +$4.87M +53,237 +22%
CC
41
Courier Capital
New York
$26.7M +$1.28M +14,012 +5%
FA
42
FCG Advisors
New Jersey
$26.3M +$5.26M +57,418 +25%
AIP
43
Ameritas Investment Partners
Nebraska
$25.9M +$527K +5,755 +2%
Mariner
44
Mariner
Kansas
$24.9M +$2.92M +31,857 +13%
PAS
45
Park Avenue Securities
New York
$24.7M +$5.27M +57,521 +28%
TAT
46
TD Ameritrade Trust
Colorado
$24.5M -$132K -1,439 -0.5%
BAAM
47
Baker Avenue Asset Management
California
$24.2M -$5.18M -56,565 -18%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$23.5M +$11.6M +126,884 +101%
PWAG
49
Polaris Wealth Advisory Group
California
$23.2M -$286K -3,124 -1%
1IA
50
1834 Investment Advisors
Wisconsin
$18.3M -$452K -4,937 -2%