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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$25.1M -$2.65M -27,144 -10%
PWAG
52
Polaris Wealth Advisory Group
California
$24.1M -$689K -7,061 -3%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$21.8M +$21M +215,282 New
IH
54
IFC Holdings
Florida
$21.8M +$2.74M +28,108 +15%
BF
55
BOK Financial
Oklahoma
$21M +$230K +2,354 +1%
SI
56
SII Investments
Wisconsin
$20.8M +$2.02M +20,704 +11%
1IA
57
1834 Investment Advisors
Wisconsin
$20.6M +$507K +5,198 +3%
AI
58
Atria Investments
North Carolina
$20.3M +$10.4M +107,018 +115%
Mirae Asset Global Investments
59
Mirae Asset Global Investments
South Korea
$18.5M +$6.71M +68,720 +60%
AG
60
Advisor Group
Arizona
$17.9M +$7.39M +75,701 +75%
BCM
61
Brookstone Capital Management
Illinois
$16.9M +$3.79M +38,841 +30%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$1.62M +16,570 +11%
PA
63
Probity Advisors
Texas
$16.3M +$9.65M +98,950 +161%
SHIM
64
Stone House Investment Management
Pennsylvania
$16M +$15.4M +157,994 New
SGAM
65
Steinberg Global Asset Management
Florida
$14.9M +$205K +2,105 +1%
NSIM
66
North Star Investment Management
Illinois
$14.8M +$328K +3,364 +2%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$14.1M +$760K +7,792 +6%
MCM
68
MV Capital Management
Maryland
$13.9M +$2.03M +20,800 +18%
AA
69
Alesco Advisors
New York
$13.6M -$1.22M -12,555 -9%
QIM
70
Quest Investment Management
Oregon
$13.5M
RCAG
71
Rehmann Capital Advisory Group
Michigan
$13.2M +$1.34M +13,741 +12%
SMC
72
Smith, Moore & Co
Missouri
$13.1M +$83.6K +857 +0.7%
GT
73
Greenleaf Trust
Michigan
$13M -$504K -5,165 -4%
GIA
74
GHP Investment Advisors
Colorado
$12.3M +$34K +348 +0.3%
RWG
75
Regal Wealth Group
California
$12.3M +$131K +1,344 +1%