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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$84.8M -$4.92M -32,983 -5%
Betterment LLC
27
Betterment LLC
New York
$83.8M -$1.98M -13,317 -2%
Lido Advisors
28
Lido Advisors
California
$70.3M -$53.4M -358,465 -43%
HFBOT
29
Home Federal Bank of Tennessee
Tennessee
$62.2M +$37.7K +253 +0.1%
MCM
30
MAI Capital Management
Ohio
$61.5M +$1.56M +10,473 +3%
VA
31
Valmark Advisers
Ohio
$58.2M -$338K -2,270 -0.6%
Barclays
32
Barclays
United Kingdom
$55.5M -$4.69M -31,472 -8%
HI
33
Harbour Investments
Wisconsin
$55.4M +$1.48M +9,928 +3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$55.1M +$1.88M +12,613 +3%
Financial Engines Advisors
35
Financial Engines Advisors
California
$53.8M +$2.09M +14,024 +4%
EH
36
Equitable Holdings
New York
$52.8M -$1.37M -9,201 -2%
FHB
37
First Hawaiian Bank
Hawaii
$51.9M +$90.9K +610 +0.2%
SWPG
38
Strategic Wealth Partners Group
Illinois
$50.4M +$51.6M +346,583 New
PFM
39
Phillips Financial Management
Indiana
$49.4M +$998K +6,696 +2%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$48.6M +$978K +6,562 +2%
SL
41
Salomon & Ludwin
Virginia
$46.8M +$378K +2,534 +0.8%
UCFA
42
United Capital Financial Advisors
Texas
$46.4M -$893K -5,991 -2%
ANB
43
Amarillo National Bank
Texas
$46.3M +$7.71M +51,715 +19%
CC
44
Courier Capital
New York
$45.9M -$1.24M -8,342 -3%
HighTower Advisors
45
HighTower Advisors
Illinois
$44.3M -$1.75M -11,729 -4%
PA
46
Probity Advisors
Texas
$41.9M +$1.38M +9,257 +3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$41.5M -$12.5K -84 -0%
BAAM
48
Baker Avenue Asset Management
California
$40.3M -$821K -5,512 -2%
KeyBank National Association
49
KeyBank National Association
Ohio
$38.8M -$755K -5,066 -2%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$38.6M -$338K -2,271 -0.8%