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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
$149M +$7.35M +40,359 +5%
MCM
27
MAI Capital Management
Ohio
$135M +$1.2M +6,582 +0.9%
MML Investors Services
28
MML Investors Services
Massachusetts
$127M -$155K -849 -0.1%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$121M -$1.22M -6,724 -1%
MMA
30
Miracle Mile Advisors
California
$119M +$4.25M +23,330 +4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$118M +$3.59M +19,699 +3%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$118M +$62.8M +344,580 +114%
Lido Advisors
33
Lido Advisors
California
$114M +$5.44M +29,880 +5%
KAS
34
Kestra Advisory Services
Texas
$104M +$5.39M +29,580 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$94.4M +$772K +4,240 +0.8%
Osaic Holdings
36
Osaic Holdings
Arizona
$91.5M -$10.9M -60,117 -11%
Charles Schwab
37
Charles Schwab
California
$89.8M -$4.61M -25,333 -5%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$86.8M +$86.3M +473,774 +16,264%
CWM
39
Calamos Wealth Management
Illinois
$86M +$470K +2,583 +0.5%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$85M +$6.29M +34,532 +8%
SA
41
Sanctuary Advisors
Indiana
$82.6M +$83.5M +458,257 New
OIA
42
OneDigital Investment Advisors
Kansas
$80M +$20.1M +110,246 +33%
Betterment LLC
43
Betterment LLC
New York
$79.3M -$1.94M -10,664 -2%
LI
44
LVZ Inc
Michigan
$79.1M +$948K +5,207 +1%
Truist Financial
45
Truist Financial
North Carolina
$78.2M +$4.04M +22,167 +5%
AAS
46
Avantax Advisory Services
Texas
$75.9M +$47.7M +261,945 +169%
FIA
47
Foundations Investment Advisors
Arizona
$74.4M +$9.13M +50,144 +14%
HFBOT
48
Home Federal Bank of Tennessee
Tennessee
$71.6M -$732K -4,021 -1%
Comerica Bank
49
Comerica Bank
Texas
$69.9M -$636K -3,491 -0.9%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$68.4M +$5.04M +27,684 +8%