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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
$83.4M +$183K +872 +0.2%
AWM
52
AE Wealth Management
Kansas
$81.2M +$22.3M +106,482 +38%
Betterment LLC
53
Betterment LLC
New York
$78.4M -$1.8M -8,573 -2%
MGIA
54
Moneta Group Investment Advisors
Missouri
$77.2M -$1.26M -5,993 -2%
KAS
55
Kestra Advisory Services
Texas
$74.4M +$1.54M +7,363 +2%
Comerica Bank
56
Comerica Bank
Texas
$72.4M -$4.12M -19,637 -5%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$70.9M +$15.1M +72,120 +28%
PAG
58
Private Advisor Group
New Jersey
$70.2M +$12.2M +58,090 +21%
MMA
59
Miracle Mile Advisors
California
$70M -$5.62M -26,826 -8%
APW
60
Austin Private Wealth
Texas
$69.9M +$19.2M +91,736 +39%
LL
61
LPWM LLC
Minnesota
$69.9M +$2.54M +12,135 +4%
AI
62
Atria Investments
North Carolina
$68.7M +$22.2M +105,827 +48%
Two Sigma Investments
63
Two Sigma Investments
New York
$66.3M -$3.04M -14,500 -4%
CI
64
CX Institutional
Indiana
$66.2M -$187K -892 -0.3%
CW
65
CreativeOne Wealth
Kansas
$65.5M +$20.5M +97,583 +46%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$62.9M +$5.51M +26,311 +10%
CC
67
Courier Capital
New York
$62.6M +$1.68K +8 +0%
EH
68
Equitable Holdings
New York
$62.6M +$8.66M +41,337 +16%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$62.4M +$2.61M +12,454 +4%
PA
70
Probity Advisors
Texas
$62.1M -$258K -1,229 -0.4%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$61.5M -$452K -2,158 -0.7%
VA
72
Valmark Advisers
Ohio
$60.6M -$2.14M -10,191 -3%
IWA
73
Icon Wealth Advisors
Texas
$60.6M +$17.2M +82,017 +40%
Barclays
74
Barclays
United Kingdom
$56.4M +$309K +1,475 +0.6%
KIM
75
Kestra Investment Management
Texas
$56.2M +$4.79M +22,847 +9%