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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$41.4M +$3.48M +23,561 +8%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$40.8M +$3.99M +27,001 +10%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$39.5M +$292K +1,976 +0.7%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$37.8M +$70.8K +480 +0.2%
SPIA
55
Strategic Point Investment Advisors
Rhode Island
$37.4M +$377K +2,551 +0.9%
KeyBank National Association
56
KeyBank National Association
Ohio
$36.8M +$513K +3,477 +1%
VMPIC
57
Varma Mutual Pension Insurance Co
Finland
$36.8M -$213M -1,446,500 -84%
UCFA
58
United Capital Financial Advisors
Texas
$35.9M -$1.82M -12,359 -5%
TCBWMS
59
Texas Capital Bank Wealth Management Services
Texas
$35.7M +$2.42M +16,373 +7%
HF
60
Halpern Financial
Virginia
$35.5M +$3.72M +25,192 +11%
RVPG
61
Relative Value Partners Group
$35.2M +$761K +5,153 +2%
1IA
62
1834 Investment Advisors
Wisconsin
$34.8M +$644K +4,366 +2%
BAAM
63
Baker Avenue Asset Management
California
$34.5M -$4.19M -28,397 -10%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$33.7M +$18.3M +124,149 +103%
PWM
65
Praetorian Wealth Management
California
$33.4M +$535K +3,628 +2%
LL
66
LPWM LLC
Minnesota
$33.4M +$1.66M +11,272 +5%
BBVA
67
Banco Bilbao Vizcaya Argentaria
Spain
$33.3M -$34.8M -235,461 -49%
SAF
68
Smith Anglin Financial
Texas
$32.8M +$497K +3,368 +1%
EW
69
Evoke Wealth
California
$27.8M -$30.1K -204 -0.1%
PWAG
70
Polaris Wealth Advisory Group
California
$27.7M -$2.39M -16,174 -7%
TWC
71
TD Waterhouse Canada
Ontario, Canada
$27.1M +$646K +4,377 +3%
AIP
72
Ameritas Investment Partners
Nebraska
$26.9M -$1.14M -7,713 -4%
KOC
73
Koss-Olinger Consulting
Florida
$25.7M +$8.08M +54,753 +41%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$25.7M -$616K -4,175 -2%
RFC
75
Regions Financial Corp
Alabama
$25.4M +$2.72M +18,459 +11%