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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$52.5M +$2.34M +21,111 +5%
FHB
27
First Hawaiian Bank
Hawaii
$52M -$2.21M -19,921 -4%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.7M +$2.27M +20,451 +5%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$48.5M +$3.13M +28,273 +7%
BlackRock
30
BlackRock
New York
$47.6M +$3.29M +29,724 +8%
IH
31
IFC Holdings
Florida
$46.6M +$5.17M +46,673 +13%
UCFA
32
United Capital Financial Advisors
Texas
$46.5M +$2.55M +23,021 +6%
HNB
33
Huntington National Bank
Ohio
$45M
EA
34
Efficient Advisors
Ohio
$42.1M -$323K -2,912 -0.8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$41.7M -$1.63M -14,723 -4%
PFM
36
Phillips Financial Management
Indiana
$41M -$665K -6,000 -2%
MA
37
MUFG Americas
New York
$39M +$2.32M +20,926 +7%
BAAM
38
Baker Avenue Asset Management
California
$36.1M +$14.9M +134,514 +74%
PWAG
39
Polaris Wealth Advisory Group
California
$35.1M +$2.01M +18,153 +6%
CC
40
Courier Capital
New York
$34.3M +$187K +1,688 +0.6%
MML Investors Services
41
MML Investors Services
Massachusetts
$34M -$5.15M -46,449 -13%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$33.8M -$3.88M -34,980 -11%
AG
43
Advisor Group
Arizona
$33.7M +$7.5M +67,654 +30%
Axa
44
Axa
France
$32.7M -$13.3M -119,600 -29%
AIP
45
Ameritas Investment Partners
Nebraska
$31.2M +$1.01M +9,107 +3%
LI
46
LVZ Inc
Michigan
$28.7M +$598K +5,394 +2%
AI
47
Atria Investments
North Carolina
$25.9M +$1.85M +16,678 +8%
1IA
48
1834 Investment Advisors
Wisconsin
$25M +$391K +3,533 +2%
UB
49
UMB Bank
Missouri
$24.6M +$716K +6,465 +3%
PIM
50
Parker Investment Management
California
$24.2M +$23.5M +211,959 New