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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$84.5M -$2.62M -17,365 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$78.6M +$3.44M +22,753 +5%
MMA
28
Miracle Mile Advisors
California
$77.2M +$11.4M +75,469 +17%
Betterment LLC
29
Betterment LLC
New York
$75.7M -$1.34M -8,889 -2%
LI
30
LVZ Inc
Michigan
$73.8M -$13.4M -88,895 -15%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$73.5M +$28.5M +188,292 +64%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$68.9M +$3.34M +22,121 +5%
HFBOT
33
Home Federal Bank of Tennessee
Tennessee
$63.2M -$675K -4,465 -1%
SWPG
34
Strategic Wealth Partners Group
Illinois
$60.8M +$4.28M +28,338 +8%
VA
35
Valmark Advisers
Ohio
$60.5M -$766K -5,069 -1%
FHB
36
First Hawaiian Bank
Hawaii
$52M -$777K -5,144 -1%
CA
37
Cetera Advisors
Colorado
$51.7M -$580K -3,841 -1%
Financial Engines Advisors
38
Financial Engines Advisors
California
$51.7M -$14.9M -98,645 -22%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$51.1M -$2.09M -13,844 -4%
PFM
40
Phillips Financial Management
Indiana
$51.1M -$334K -2,207 -0.7%
EH
41
Equitable Holdings
New York
$50.9M -$2.31M -15,315 -4%
Barclays
42
Barclays
United Kingdom
$50.3M -$1.82M -12,025 -4%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$49.8M -$4.21M -27,851 -8%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$49.7M +$5.25M +34,741 +12%
SAF
45
Smith Anglin Financial
Texas
$48.2M +$3.32M +21,948 +7%
ANB
46
Amarillo National Bank
Texas
$48M -$981K -6,489 -2%
SL
47
Salomon & Ludwin
Virginia
$47.2M +$475K +3,141 +1%
CC
48
Courier Capital
New York
$47M -$167K -1,104 -0.4%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$46.5M +$3.96M +26,196 +9%
SPIA
50
Strategic Point Investment Advisors
Rhode Island
$46.1M -$10.6K -70 -0%