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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Colony Group
Massachusetts
$17.3M -$25.6K -218 -0.1%
SMC
77
Smith, Moore & Co
Missouri
$16.7M +$505K +4,304 +3%
MCM
78
MV Capital Management
Maryland
$16.4M +$629K +5,362 +4%
MFM
79
Mirsky Financial Management
New York
$16.1M -$241K -2,057 -1%
SPIA
80
Strategic Point Investment Advisors
Rhode Island
$16M -$94.6K -806 -0.6%
CWM
81
Calamos Wealth Management
Illinois
$15.7M -$261K -2,221 -2%
AA
82
Alesco Advisors
New York
$15.3M -$157K -1,342 -1%
CFA
83
Cahill Financial Advisors
Minnesota
$15.1M -$650K -5,537 -4%
AP
84
Arlington Partners
Alabama
$15.1M -$687K -5,858 -4%
MML Investors Services
85
MML Investors Services
Massachusetts
$14.5M -$4.27M -36,380 -23%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$14.1M -$487K -4,147 -3%
FLA
87
Financial Life Advisors
Texas
$14.1M +$776K +6,612 +6%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$13.9M -$814K -6,935 -6%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$13.8M -$991K -8,447 -7%
A
90
AdvicePeriod
California
$13.5M +$110K +939 +0.8%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$13.5M -$665K -5,672 -5%
NCM
92
Narwhal Capital Management
Georgia
$13.4M +$2.29M +19,541 +21%
EPP
93
ETF Portfolio Partners
Kansas
$13.4M -$284K -2,424 -2%
BPCE
94
Bank Pictet & Cie (Europe)
Germany
$13M
BOH
95
Bank of Hawaii
Hawaii
$13M -$63.4K -540 -0.5%
FMC
96
First Merchants Corp
Indiana
$13M +$10.4M +88,857 +448%
GIA
97
GHP Investment Advisors
Colorado
$12.8M +$45.8K +390 +0.4%
V
98
Veritable
Delaware
$12.8M -$350K -2,983 -3%
BF
99
BOK Financial
Oklahoma
$12.8M -$817K -6,963 -6%
RCM
100
Requisite Capital Management
Texas
$12.7M -$2.31M -19,695 -16%