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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$85.4M -$2.29M -10,235 -3%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$84M -$10.8M -48,297 -12%
MGIA
53
Moneta Group Investment Advisors
Missouri
$83.4M -$735K -3,291 -0.9%
AG
54
Ascent Group
Virginia
$77.8M -$12.5M -56,091 -14%
Betterment LLC
55
Betterment LLC
New York
$77.7M -$3.46M -15,476 -4%
TWP
56
Triad Wealth Partners
Kansas
$73.4M +$12.2M +54,564 +21%
KIM
57
Kestra Investment Management
Texas
$71.7M -$45.7M -204,394 -39%
AWM
58
AE Wealth Management
Kansas
$70.7M -$13.5M -60,578 -16%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$68.2M +$1.82M +8,169 +3%
PA
60
Probity Advisors
Texas
$67.6M +$155K +694 +0.2%
CC
61
Courier Capital
New York
$67.1M +$102K +455 +0.2%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$65.8M -$10.1M -45,027 -13%
MWM
63
Modern Wealth Management
Kansas
$63.6M -$1.35M -6,066 -2%
VA
64
Valmark Advisers
Ohio
$63.1M -$1.24M -5,568 -2%
HI
65
Harbour Investments
Wisconsin
$62.8M -$1.35M -6,039 -2%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$62.3M +$4.2M +18,800 +7%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$61.5M -$1.06M -4,732 -2%
ANB
68
Amarillo National Bank
Texas
$60.1M -$199K -893 -0.3%
RFC
69
Regions Financial Corp
Alabama
$59.6M +$5.09M +22,785 +10%
EH
70
Equitable Holdings
New York
$59.3M -$6.09M -27,246 -9%
MMA
71
Miracle Mile Advisors
California
$59.1M -$3.76M -16,846 -6%
AI
72
Atria Investments
North Carolina
$58.6M -$11.5M -51,303 -17%
SPIA
73
Strategic Point Investment Advisors
Rhode Island
$56.7M +$1.08M +4,842 +2%
WWG
74
West Wealth Group
California
$56.6M +$896K +4,011 +2%
CW
75
CreativeOne Wealth
Kansas
$54.5M -$12.9M -57,901 -19%