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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$111M +$1.92M +11,957 +2%
CAN
27
Cetera Advisor Networks
California
$109M -$270K -1,682 -0.3%
HighTower Advisors
28
HighTower Advisors
Illinois
$98.6M +$2.41M +14,990 +3%
Charles Schwab
29
Charles Schwab
California
$95.7M -$8.8M -54,779 -9%
KAS
30
Kestra Advisory Services
Texas
$91.5M +$11.5M +71,471 +16%
CWM
31
Calamos Wealth Management
Illinois
$82.2M +$67.3M +418,976 +778%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$81.5M -$21.7M -135,091 -22%
Betterment LLC
33
Betterment LLC
New York
$80.2M -$2.09M -12,998 -3%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$79.2M +$1.06M +6,595 +1%
SWPG
35
Strategic Wealth Partners Group
Illinois
$78.5M -$1.09M -6,765 -1%
LI
36
LVZ Inc
Michigan
$78.4M -$1.13M -7,009 -2%
Comerica Bank
37
Comerica Bank
Texas
$72.5M +$1.63M +10,153 +2%
HFBOT
38
Home Federal Bank of Tennessee
Tennessee
$70.4M -$70.7K -440 -0.1%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$69.6M +$5.15M +32,053 +9%
Truist Financial
40
Truist Financial
North Carolina
$67.1M +$1.7M +10,578 +3%
UFF
41
USA Financial Formulas
Michigan
$65.5M +$60.6M +376,927 +6,282,117%
SAF
42
Smith Anglin Financial
Texas
$65.4M +$2.77M +17,236 +5%
VA
43
Valmark Advisers
Ohio
$61.5M -$2.5M -15,544 -4%
FIA
44
Foundations Investment Advisors
Arizona
$58.5M +$30.9M +192,242 +137%
FHB
45
First Hawaiian Bank
Hawaii
$56.8M -$516K -3,209 -1%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$56.8M +$856K +5,323 +2%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$56.8M -$3.2M -19,883 -6%
Barclays
48
Barclays
United Kingdom
$56M -$3.05K -19 -0%
RWP
49
RWA Wealth Partners
Massachusetts
$54.5M +$50.4M +313,605 New
ANB
50
Amarillo National Bank
Texas
$54M -$246K -1,532 -0.5%