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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Praetorian Wealth Management
California
$52.3M +$2.81M +17,513 +6%
CC
52
Courier Capital
New York
$52.3M -$335K -2,085 -0.7%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$52.2M +$4.1M +25,513 +9%
MWM
54
Modern Wealth Management
Kansas
$52M +$48M +298,827 New
SPIA
55
Strategic Point Investment Advisors
Rhode Island
$51.9M -$335K -2,084 -0.7%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$51.2M -$3.01M -18,701 -6%
Financial Engines Advisors
57
Financial Engines Advisors
California
$50.2M -$2.64M -16,452 -5%
PFM
58
Phillips Financial Management
Indiana
$49.3M -$1.04M -6,462 -2%
KOC
59
Koss-Olinger Consulting
Florida
$49M +$1.2M +7,486 +3%
SL
60
Salomon & Ludwin
Virginia
$48.4M
FRA
61
Frank Rimerman Advisors
California
$46.9M
PA
62
Probity Advisors
Texas
$46.5M -$2.46M -15,287 -5%
KeyBank National Association
63
KeyBank National Association
Ohio
$46.4M +$1.33M +8,281 +3%
HF
64
Halpern Financial
Virginia
$46.2M -$2.45M -15,269 -5%
LL
65
LPWM LLC
Minnesota
$45.7M +$1.33M +8,297 +3%
CA
66
Cetera Advisors
Colorado
$45.7M +$4.21M +26,174 +11%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$45.1M -$9.05M -56,336 -18%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$44M +$3.91M +24,309 +11%
AWM
69
AE Wealth Management
Kansas
$43.8M +$33.9M +210,689 +522%
MGIA
70
Moneta Group Investment Advisors
Missouri
$40.5M +$132K +820 +0.4%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$39.7M +$6.6M +41,044 +22%
EH
72
Equitable Holdings
New York
$39.5M -$5.94M -36,968 -14%
1IA
73
1834 Investment Advisors
Wisconsin
$39.2M -$850K -5,291 -2%
RFC
74
Regions Financial Corp
Alabama
$36.9M +$2.68M +16,668 +9%
SMC
75
Smith, Moore & Co
Missouri
$34.9M -$672K -4,178 -2%