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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modern Wealth Management
Kansas
$68.8M +$69.9M +352,446 +4,364%
UCFA
52
United Capital Financial Advisors
Texas
$68.2M -$459K -2,316 -0.6%
Charles Schwab
53
Charles Schwab
California
$65M -$3.95M -19,920 -6%
PWM
54
Praetorian Wealth Management
California
$64.6M +$1.09M +5,514 +2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$64.5M -$708K -3,571 -1%
MGIA
56
Moneta Group Investment Advisors
Missouri
$62.2M -$563K -2,839 -0.9%
JC
57
JB Capital
Connecticut
$61.6M +$3.64M +18,373 +6%
VA
58
Valmark Advisers
Ohio
$59.6M -$1.96M -9,866 -3%
Financial Engines Advisors
59
Financial Engines Advisors
California
$59.1M +$5.54M +27,908 +10%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$57.7M +$5.04M +25,411 +9%
CC
61
Courier Capital
New York
$55.8M +$37.7K +190 +0.1%
Barclays
62
Barclays
United Kingdom
$54.3M +$3.82M +19,254 +7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$54.2M +$91.2K +460 +0.2%
LL
64
LPWM LLC
Minnesota
$53.4M +$523K +2,636 +1%
PW
65
Peninsula Wealth
California
$53.4M +$88.3K +445 +0.2%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$52.5M -$3.3M -16,629 -6%
MCWS
67
McKinley Carter Wealth Services
West Virginia
$52.1M -$2.26M -11,416 -4%
ANB
68
Amarillo National Bank
Texas
$51.9M -$87.1K -439 -0.2%
FRA
69
Frank Rimerman Advisors
California
$51.5M
PA
70
Probity Advisors
Texas
$51.4M +$1.25M +6,297 +2%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$50.5M +$12.8M +64,420 +32%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$50.3M -$4.86M -24,511 -9%
KeyBank National Association
73
KeyBank National Association
Ohio
$46.8M -$745K -3,754 -2%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$45.4M -$801K -4,039 -2%
EW
75
Evoke Wealth
California
$44.9M +$1.63M +8,216 +4%