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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
51
Salomon & Ludwin
Virginia
$44.6M -$135K -948 -0.3%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$44.5M +$8.35M +58,480 +24%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$44.1M +$4.85M +33,998 +13%
MCWS
54
McKinley Carter Wealth Services
West Virginia
$42.9M -$457K -3,199 -1%
SAF
55
Smith Anglin Financial
Texas
$42.9M +$3.93M +27,558 +10%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$42.5M +$2.34M +16,426 +6%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$40.6M -$1.22M -8,537 -3%
HF
58
Halpern Financial
Virginia
$39.9M +$303K +2,121 +0.8%
KeyBank National Association
59
KeyBank National Association
Ohio
$39.2M -$926K -6,488 -2%
FRA
60
Frank Rimerman Advisors
California
$39.2M +$19.2M +134,620 +99%
RVPG
61
Relative Value Partners Group
$38M +$2.69M +18,822 +8%
LL
62
LPWM LLC
Minnesota
$36.5M -$196K -1,370 -0.6%
PWAG
63
Polaris Wealth Advisory Group
California
$36.4M +$6.25M +43,757 +22%
1IA
64
1834 Investment Advisors
Wisconsin
$36.4M +$145K +1,018 +0.4%
KOC
65
Koss-Olinger Consulting
Florida
$35.5M -$4.1M -28,707 -11%
TCBWMS
66
Texas Capital Bank Wealth Management Services
Texas
$33.4M -$2.54M -17,774 -7%
UCFA
67
United Capital Financial Advisors
Texas
$33.3M -$2.79M -19,559 -8%
BBVA
68
Banco Bilbao Vizcaya Argentaria
Spain
$33.2M +$2.59M +18,111 +9%
BAAM
69
Baker Avenue Asset Management
California
$30.2M +$3.82M +26,749 +15%
BMM
70
Berkshire Money Management
Massachusetts
$29.6M +$3.47M +24,323 +14%
EW
71
Evoke Wealth
California
$29.3M +$171K +1,200 +0.6%
TWC
72
TD Waterhouse Canada
Ontario, Canada
$29.1M -$1.64M -11,473 -6%
PSCM
73
Per Stirling Capital Management
Texas
$28.6M +$28.1M +196,833 New
CAN
74
Cetera Advisor Networks
California
$27.8M +$14.6M +101,977 +114%
Comerica Bank
75
Comerica Bank
Texas
$27.6M +$5.95M +41,677 +30%