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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
51
1834 Investment Advisors
Wisconsin
$27.9M -$514K -4,683 -2%
MCM
52
MAI Capital Management
Ohio
$26.8M +$4.7M +42,785 +22%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$26.3M -$155K -1,412 -0.6%
PI
54
PHH Investments
Texas
$24.7M +$377K +3,430 +2%
KL
55
KWMG LLC
Kansas
$24.7M +$2.1M +19,104 +10%
UB
56
UMB Bank
Missouri
$23.3M -$321K -2,925 -1%
CS
57
Credit Suisse
Switzerland
$22.8M -$8.14M -74,091 -27%
LFS
58
Lutz Financial Services
Nebraska
$20.4M -$390K -3,549 -2%
QIM
59
Quest Investment Management
Oregon
$20.3M
AIP
60
Ameritas Investment Partners
Nebraska
$20.1M +$1.27M +11,571 +7%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$20M +$18.7M +170,339 +2,535%
NSIM
62
North Star Investment Management
Illinois
$19.6M -$5.6K -51 -0%
LMIM
63
Lockheed Martin Investment Management
Maryland
$19M
CIM
64
Confluence Investment Management
Missouri
$19M +$6.02M +54,840 +48%
PA
65
Probity Advisors
Texas
$18.8M -$452K -4,113 -2%
MA
66
MUFG Americas
New York
$18.6M -$7.44M -67,782 -29%
FA
67
FCG Advisors
New Jersey
$18.6M +$719K +6,544 +4%
TPWA
68
TRUE Private Wealth Advisors
Oregon
$18.5M +$227K +2,070 +1%
MML Investors Services
69
MML Investors Services
Massachusetts
$17.9M -$7.83M -71,344 -31%
SPC
70
Sigma Planning Corp
Michigan
$17.2M +$968K +8,811 +6%
RWG
71
Regal Wealth Group
California
$17.1M +$3.96M +36,043 +31%
CWM
72
Calamos Wealth Management
Illinois
$16.8M -$2.85M -25,988 -15%
SPIA
73
Strategic Point Investment Advisors
Rhode Island
$15.9M -$1.22M -11,140 -7%
VC
74
Vicus Capital
Pennsylvania
$15.9M +$504K +4,589 +3%
MFM
75
Mirsky Financial Management
New York
$15.5M -$2.39M -21,780 -14%