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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFBOT
51
Home Federal Bank of Tennessee
Tennessee
$74.5M +$980K +5,063 +1%
Comerica Bank
52
Comerica Bank
Texas
$70.7M +$194K +1,004 +0.3%
MGIA
53
Moneta Group Investment Advisors
Missouri
$67M +$4.99M +25,762 +8%
PWM
54
Praetorian Wealth Management
California
$66.4M +$1.91M +9,871 +3%
Charles Schwab
55
Charles Schwab
California
$61.6M -$3.33M -17,208 -5%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$60.3M +$10.6M +54,607 +21%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$60M +$2.47M +12,785 +4%
VA
58
Valmark Advisers
Ohio
$59M -$507K -2,618 -0.8%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$56.9M -$7.57M -39,134 -12%
CC
60
Courier Capital
New York
$56.7M +$1.05M +5,412 +2%
LL
61
LPWM LLC
Minnesota
$56.1M +$2.82M +14,554 +5%
Financial Engines Advisors
62
Financial Engines Advisors
California
$55.6M -$3.46M -17,870 -6%
AG
63
Ascent Group
Virginia
$55.3M +$47.9M +247,744 +586%
AWMS
64
Advocacy Wealth Management Services
Georgia
$54.2M +$21.1M +109,204 +62%
Barclays
65
Barclays
United Kingdom
$53.7M -$445K -2,300 -0.8%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$53.7M -$415K -2,145 -0.8%
CI
67
CX Institutional
Indiana
$53.7M +$9.54M +49,292 +21%
PA
68
Probity Advisors
Texas
$52.3M +$1.04M +5,390 +2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$51.7M -$699K -3,611 -1%
ANB
70
Amarillo National Bank
Texas
$51.4M -$446K -2,307 -0.8%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$48.1M -$2.17M -11,196 -4%
AWS
72
Atria Wealth Solutions
New York
$47M +$9.92M +51,242 +26%
FRA
73
Frank Rimerman Advisors
California
$46.5M -$5.04M -26,045 -10%
EW
74
Evoke Wealth
California
$46.2M +$1.35M +6,986 +3%
EH
75
Equitable Holdings
New York
$45.4M +$6.28M +32,430 +16%