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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Probity Advisors
Texas
$48.6M +$2.73M +17,729 +6%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$44.5M +$978K +6,358 +2%
BAAM
53
Baker Avenue Asset Management
California
$43.4M +$206K +1,341 +0.5%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$43.2M +$4.05M +26,338 +10%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$42.7M +$1.5M +9,777 +4%
UCFA
56
United Capital Financial Advisors
Texas
$42.6M -$2.49M -16,164 -6%
SPIA
57
Strategic Point Investment Advisors
Rhode Island
$42M +$18.9M +122,557 +83%
KeyBank National Association
58
KeyBank National Association
Ohio
$41.1M +$208K +1,349 +0.5%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$40.8M +$3.66M +23,763 +10%
1IA
60
1834 Investment Advisors
Wisconsin
$38.8M +$202K +1,312 +0.5%
TCBWMS
61
Texas Capital Bank Wealth Management Services
Texas
$37.9M +$1.16M +7,521 +3%
PWM
62
Praetorian Wealth Management
California
$37.3M +$1.19M +7,710 +3%
RVPG
63
Relative Value Partners Group
$37.1M +$88K +572 +0.2%
SAF
64
Smith Anglin Financial
Texas
$36.7M +$10.3M +66,683 +40%
HF
65
Halpern Financial
Virginia
$36.3M +$3.19M +20,725 +10%
WHAM
66
Windmill Hill Asset Management
United Kingdom
$36.3M +$35.9M +233,000 New
LL
67
LPWM LLC
Minnesota
$35.7M -$1.2M -7,766 -3%
PWAG
68
Polaris Wealth Advisory Group
California
$33.9M +$5.71M +37,085 +21%
SWM
69
Spire Wealth Management
Virginia
$33.4M +$887K +5,762 +3%
AIP
70
Ameritas Investment Partners
Nebraska
$31.7M -$3.23M -20,988 -9%
EW
71
Evoke Wealth
California
$31.5M +$3.07M +19,972 +11%
BCM
72
Brookstone Capital Management
Illinois
$30.4M +$26.6M +172,666 +760%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$29.5M -$558K -3,628 -2%
TWC
74
TD Waterhouse Canada
Ontario, Canada
$28.9M -$4.14M -26,892 -14%
WIA
75
World Investment Advisors
California
$28.4M +$3.08K +20 +0%