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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
$65.7M +$182K +959 +0.3%
MGIA
52
Moneta Group Investment Advisors
Missouri
$64.8M -$514K -2,704 -0.8%
VA
53
Valmark Advisers
Ohio
$63.5M -$1.35M -7,096 -2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$63.4M -$6.77M -35,642 -10%
JC
55
JB Capital
Connecticut
$60M +$188K +992 +0.3%
CC
56
Courier Capital
New York
$57.6M +$99.9K +526 +0.2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$57.5M +$1.58M +8,343 +3%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$56.8M -$123K -649 -0.2%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$56.1M -$3.64M -19,183 -6%
PW
60
Peninsula Wealth
California
$56.1M +$2.05M +10,782 +4%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$55.7M -$885K -4,661 -2%
Financial Engines Advisors
62
Financial Engines Advisors
California
$55.6M -$1.38M -7,276 -3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$54.6M +$1.83M +9,608 +4%
LL
64
LPWM LLC
Minnesota
$54.2M +$1.17M +6,157 +2%
ANB
65
Amarillo National Bank
Texas
$53.7M -$5.47M -28,815 -10%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$53.4M -$72.3M -380,554 -59%
FRA
67
Frank Rimerman Advisors
California
$53.2M
Barclays
68
Barclays
United Kingdom
$52.3M -$380K -2,000 -0.7%
PA
69
Probity Advisors
Texas
$51.8M +$970K +5,106 +2%
HF
70
Halpern Financial
Virginia
$49.9M -$1.32M -6,940 -3%
PFM
71
Phillips Financial Management
Indiana
$49.4M -$2.76M -14,529 -5%
KeyBank National Association
72
KeyBank National Association
Ohio
$49.1M -$1.84M -9,669 -4%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$46.2M +$7.81M +41,123 +21%
SPIA
74
Strategic Point Investment Advisors
Rhode Island
$45.8M +$165K +868 +0.4%
EW
75
Evoke Wealth
California
$44.8M +$43.1M +227,122 New