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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANB
51
Amarillo National Bank
Texas
$34.1M +$1.33M +10,989 +4%
1IA
52
1834 Investment Advisors
Wisconsin
$32.2M +$900K +7,440 +3%
SAF
53
Smith Anglin Financial
Texas
$30.3M +$28.6M +236,540 New
RCAG
54
Rehmann Capital Advisory Group
Michigan
$28.7M +$620K +5,125 +2%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$27.9M +$2.51M +20,748 +11%
APA
56
Allegiant Private Advisors
Florida
$27.4M +$25.8M +213,690 New
PWM
57
Praetorian Wealth Management
California
$27.1M +$2.47M +20,413 +11%
LL
58
LPWM LLC
Minnesota
$26.6M +$1.47M +12,192 +6%
EA
59
Efficient Advisors
Ohio
$26.4M -$2.48M -20,480 -9%
GT
60
Greenleaf Trust
Michigan
$24.8M +$575K +4,751 +3%
TCM
61
Traynor Capital Management
Pennsylvania
$24.1M +$20M +165,516 +719%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$23.9M +$832K +6,881 +4%
MCM
63
MV Capital Management
Maryland
$23.7M +$925K +7,646 +4%
QIM
64
Quest Investment Management
Oregon
$23M
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$22M +$1.52M +12,578 +8%
VC
66
Vicus Capital
Pennsylvania
$21.4M +$812K +6,714 +4%
MMA
67
Miracle Mile Advisors
California
$21.3M +$1.72M +14,215 +9%
MA
68
MUFG Americas
New York
$20.7M +$892K +7,376 +5%
HF
69
Halpern Financial
Virginia
$20.6M +$781K +6,460 +4%
RFC
70
Regions Financial Corp
Alabama
$20.5M +$1.44M +11,913 +8%
ISWM
71
Independent Solutions Wealth Management
New York
$20.2M +$920K +7,610 +5%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$20.2M +$335K +2,768 +2%
PWAG
73
Polaris Wealth Advisory Group
California
$19.8M -$2.32M -19,165 -11%
ACG
74
Arch Capital Group
Bermuda
$19.8M +$18.7M +154,770 New
MML Investors Services
75
MML Investors Services
Massachusetts
$19.8M +$224K +1,853 +1%