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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$36.9M -$45.2M -319,047 -53%
KeyBank National Association
52
KeyBank National Association
Ohio
$35.5M +$1.24M +8,781 +3%
KOC
53
Koss-Olinger Consulting
Florida
$35.1M +$12.2M +86,025 +46%
HF
54
Halpern Financial
Virginia
$35M +$2.01M +14,209 +5%
SPIA
55
Strategic Point Investment Advisors
Rhode Island
$34.7M -$340K -2,403 -0.9%
SAF
56
Smith Anglin Financial
Texas
$34.5M +$4.16M +29,339 +12%
1IA
57
1834 Investment Advisors
Wisconsin
$32.1M -$548K -3,867 -2%
UCFA
58
United Capital Financial Advisors
Texas
$32M -$1.71M -12,040 -5%
TCBWMS
59
Texas Capital Bank Wealth Management Services
Texas
$31.9M -$1.61M -11,368 -4%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$31.9M -$23.2M -163,483 -40%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$31.8M +$115K +813 +0.3%
PWM
62
Praetorian Wealth Management
California
$31.4M +$199K +1,405 +0.6%
LL
63
LPWM LLC
Minnesota
$31.4M +$572K +4,040 +2%
RVPG
64
Relative Value Partners Group
$31.2M -$33.4K -236 -0.1%
KAS
65
Kestra Advisory Services
Texas
$29.8M +$14.8M +104,508 +82%
TWC
66
TD Waterhouse Canada
Ontario, Canada
$27.9M +$924K +6,519 +4%
BBVA
67
Banco Bilbao Vizcaya Argentaria
Spain
$27M -$4.55M -32,098 -13%
EW
68
Evoke Wealth
California
$25.8M -$156K -1,102 -0.5%
PWAG
69
Polaris Wealth Advisory Group
California
$25.6M -$793K -5,595 -3%
AIP
70
Ameritas Investment Partners
Nebraska
$25.2M +$32.4K +229 +0.1%
RFC
71
Regions Financial Corp
Alabama
$23.9M +$169K +1,193 +0.6%
BAAM
72
Baker Avenue Asset Management
California
$23.3M -$9.81M -69,260 -28%
QIM
73
Quest Investment Management
Oregon
$23.1M
BMM
74
Berkshire Money Management
Massachusetts
$23.1M +$18.2M +128,611 +253%
GT
75
Greenleaf Trust
Michigan
$22.4M +$218K +1,542 +0.9%