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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
51
Baker Avenue Asset Management
California
$43.5M +$125K +819 +0.3%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$41.5M -$73.4K -483 -0.2%
KeyBank National Association
53
KeyBank National Association
Ohio
$41.2M -$586K -3,856 -1%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$40.5M +$7.12M +46,831 +21%
Allianz Asset Management
55
Allianz Asset Management
Germany
$39.4M +$7.06M +46,425 +23%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$39.3M +$910K +5,981 +2%
1IA
57
1834 Investment Advisors
Wisconsin
$38.8M +$393K +2,582 +1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$37.6M -$3.57M -23,485 -9%
RVPG
59
Relative Value Partners Group
$37.2M +$516K +3,394 +1%
LL
60
LPWM LLC
Minnesota
$37.1M +$1.47M +9,684 +4%
TCBWMS
61
Texas Capital Bank Wealth Management Services
Texas
$36.9M -$978K -6,433 -3%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$36.8M +$642K +4,221 +2%
TWC
63
TD Waterhouse Canada
Ontario, Canada
$36.8M +$29.4M +193,623 New
PWM
64
Praetorian Wealth Management
California
$36.3M +$885K +5,817 +3%
AIP
65
Ameritas Investment Partners
Nebraska
$35.1M +$1.39M +9,142 +4%
HF
66
Halpern Financial
Virginia
$33.3M +$1.4M +9,201 +5%
SWM
67
Spire Wealth Management
Virginia
$32.7M +$559K +3,674 +2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$30.2M -$691K -4,541 -2%
CA
69
Cetera Advisors
Colorado
$29.3M +$7.44M +48,906 +35%
EW
70
Evoke Wealth
California
$28.5M +$26.8M +176,323 +2,970%
WIA
71
World Investment Advisors
California
$28.3M +$27.3M +179,381 +6,097%
PWAG
72
Polaris Wealth Advisory Group
California
$28.3M +$46.2K +304 +0.2%
QIM
73
Quest Investment Management
Oregon
$28.2M
SPC
74
Sigma Planning Corp
Michigan
$27.5M +$1.43M +9,418 +6%
EWA
75
Encompass Wealth Advisors
Oregon
$27.4M +$2.14M +14,060 +9%