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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$55.8M -$2.61M -23,554 -4%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$55M +$2.05M +18,461 +4%
HFBOT
28
Home Federal Bank of Tennessee
Tennessee
$54.9M +$1.55M +13,974 +3%
BlackRock
29
BlackRock
New York
$49.4M +$4.94M +44,567 +11%
FHB
30
First Hawaiian Bank
Hawaii
$48.2M -$396K -3,573 -0.8%
Axa
31
Axa
France
$47.6M +$16.9M +152,200 +54%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$44.3M +$4.53M +40,851 +11%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$43.3M -$210K -1,894 -0.5%
HNB
34
Huntington National Bank
Ohio
$42.7M
EA
35
Efficient Advisors
Ohio
$40.5M +$59.2K +534 +0.1%
UCFA
36
United Capital Financial Advisors
Texas
$39.7M -$5.35M -48,285 -12%
BAAM
37
Baker Avenue Asset Management
California
$39M +$1.26M +11,327 +3%
PFM
38
Phillips Financial Management
Indiana
$38.5M +$90K +812 +0.2%
Lido Advisors
39
Lido Advisors
California
$33.8M +$7.96M +71,853 +31%
CC
40
Courier Capital
New York
$32.4M +$90.6K +818 +0.3%
PWAG
41
Polaris Wealth Advisory Group
California
$31.4M -$79.3K -716 -0.2%
LI
42
LVZ Inc
Michigan
$30.5M +$1.29M +11,677 +4%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$30.2M -$831K -7,496 -3%
EWF
44
Epstein & White Financial
California
$29.7M +$29.9M +269,932 New
AG
45
Advisor Group
Arizona
$28.1M -$2.4M -21,691 -8%
MA
46
MUFG Americas
New York
$27.3M -$8.96M -80,858 -25%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$26.9M -$1.23M -11,081 -4%
1IA
48
1834 Investment Advisors
Wisconsin
$26.8M +$1.44M +12,996 +6%
AIP
49
Ameritas Investment Partners
Nebraska
$25.3M -$6.02M -54,305 -19%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$24.9M +$2.5M +22,598 +11%