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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$23.8M +$3.03M +27,388 +15%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$23.8M +$779K +7,035 +3%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$23.7M -$1.43M -12,878 -6%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$22.8M +$1.4M +12,636 +7%
SI
55
SII Investments
Wisconsin
$22M -$14.7M -132,878 -41%
LFS
56
Lutz Financial Services
Nebraska
$21.8M +$21.1M +190,889 New
TPWA
57
TRUE Private Wealth Advisors
Oregon
$20.7M -$1.77M -15,964 -8%
QIM
58
Quest Investment Management
Oregon
$20.6M +$5.19M +46,875 +35%
Mariner
59
Mariner
Kansas
$20.4M +$1.37M +12,372 +7%
RFC
60
Regions Financial Corp
Alabama
$20M +$9.39M +84,775 +94%
PA
61
Probity Advisors
Texas
$19.9M -$509K -4,593 -3%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$19.4M -$20.4K -184 -0.1%
MCM
63
MV Capital Management
Maryland
$19.3M +$135K +1,218 +0.7%
BOH
64
Bank of Hawaii
Hawaii
$19.3M -$2.79M -25,155 -13%
NSIM
65
North Star Investment Management
Illinois
$19.2M +$241K +2,172 +1%
BF
66
BOK Financial
Oklahoma
$18.9M -$177K -1,598 -1%
Two Sigma Investments
67
Two Sigma Investments
New York
$18.6M +$16.3M +147,502 +940%
KL
68
KWMG LLC
Kansas
$17.9M +$1.48M +13,344 +9%
RWG
69
Regal Wealth Group
California
$17.7M +$115K +1,034 +0.7%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$17.2M +$8.36M +75,475 +101%
DSA
71
Davis Selected Advisers
Arizona
$17.1M +$16.3M +147,495 +6,593%
PMAM
72
Picton Mahoney Asset Management
Ontario, Canada
$16M +$14.7M +132,300 +1,675%
FA
73
FCG Advisors
New Jersey
$15.8M +$973K +8,779 +7%
WF
74
WealthTrust Fairport
Ohio
$15.5M +$102K +917 +0.7%
VC
75
Vicus Capital
Pennsylvania
$15.4M +$2.3M +20,725 +18%