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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Strategic Point Investment Advisors
Rhode Island
$22.9M +$161K +1,543 +0.7%
1IA
52
1834 Investment Advisors
Wisconsin
$21.4M -$22.3K -214 -0.1%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$21.2M +$2.41M +23,095 +13%
TPWA
54
TRUE Private Wealth Advisors
Oregon
$20.8M -$8.16M -78,344 -28%
AI
55
Atria Investments
North Carolina
$20.5M +$8.37M +80,298 +70%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$19.6M +$2.02M +19,387 +12%
ICOA
57
Investment Centers of America
North Dakota
$19.3M +$2.46M +23,588 +15%
JP Morgan Chase
58
JP Morgan Chase
New York
$18.4M -$1.48M -14,215 -8%
BF
59
BOK Financial
Oklahoma
$18.3M -$2.94M -28,173 -14%
PA
60
Probity Advisors
Texas
$18.2M +$398K +3,816 +2%
LMIM
61
Lockheed Martin Investment Management
Maryland
$18.2M -$8.05M -77,314 -31%
NSIM
62
North Star Investment Management
Illinois
$17.1M +$766K +7,351 +5%
Mariner
63
Mariner
Kansas
$17M -$2.6M -25,002 -13%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$17M -$92.7K -890 -0.5%
MCM
65
MV Capital Management
Maryland
$16.5M +$1.16M +11,137 +8%
Lido Advisors
66
Lido Advisors
California
$16.1M +$1.1M +10,530 +7%
RWG
67
Regal Wealth Group
California
$15.6M +$2.68M +25,714 +21%
KL
68
KWMG LLC
Kansas
$14.4M +$1.4M +13,465 +11%
GT
69
Greenleaf Trust
Michigan
$14M +$20.6K +198 +0.1%
SMC
70
Smith, Moore & Co
Missouri
$14M +$367K +3,522 +3%
QIM
71
Quest Investment Management
Oregon
$14M
FA
72
FCG Advisors
New Jersey
$13.4M -$407K -3,907 -3%
CFA
73
Cahill Financial Advisors
Minnesota
$13.2M +$539K +5,176 +4%
WF
74
WealthTrust Fairport
Ohio
$13.2M +$523K +5,023 +4%
ANB
75
Amarillo National Bank
Texas
$12.9M +$271K +2,606 +2%