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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$39.3M -$939K -9,868 -2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$39.1M -$29.4M -309,121 -43%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.4M +$1.78M +18,741 +5%
JP Morgan Chase
29
JP Morgan Chase
New York
$37.4M +$850K +8,929 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$35.9M -$415K -4,363 -1%
BlackRock
31
BlackRock
New York
$34.7M +$786K +8,257 +2%
BOH
32
Bank of Hawaii
Hawaii
$34.6M +$33.6M +353,453 +3,272%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$34.5M -$906K -9,517 -3%
RJA
34
Raymond James & Associates
Florida
$33.3M -$234K -2,455 -0.7%
HNB
35
Huntington National Bank
Ohio
$32.9M +$31M +325,332 New
PFM
36
Phillips Financial Management
Indiana
$32.1M -$209K -2,193 -0.6%
MA
37
MUFG Americas
New York
$30.9M -$4.67M -49,054 -13%
CAL
38
Capital Analysts LLC
Pennsylvania
$30.6M +$2.64M +27,777 +9%
CC
39
Courier Capital
New York
$27.8M +$470K +4,939 +2%
Ameriprise
40
Ameriprise
Minnesota
$27.7M +$206K +2,164 +0.7%
Axa
41
Axa
France
$27.3M -$4.03M -42,300 -13%
AIP
42
Ameritas Investment Partners
Nebraska
$27.1M +$579K +6,084 +2%
Mariner
43
Mariner
Kansas
$26.1M +$650K +6,829 +3%
UB
44
UMB Bank
Missouri
$24.8M +$8.87M +93,163 +55%
TAT
45
TD Ameritrade Trust
Colorado
$24.5M -$484K -5,087 -2%
PWAG
46
Polaris Wealth Advisory Group
California
$23.2M -$551K -5,788 -2%
HI
47
Horizon Investments
North Carolina
$22.4M -$164M -1,718,503 -88%
FA
48
FCG Advisors
New Jersey
$21.6M -$5.28M -55,510 -20%
LI
49
LVZ Inc
Michigan
$20.2M +$1.72M +18,105 +9%
BF
50
BOK Financial
Oklahoma
$19.4M +$5.15M +54,114 +36%