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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
76
Lutz Financial Services
Nebraska
$19M -$220K -1,822 -1%
SPC
77
Sigma Planning Corp
Michigan
$18.7M -$1.54M -12,727 -8%
FLA
78
Financial Life Advisors
Texas
$18.7M +$350K +2,898 +2%
BAM
79
Brave Asset Management
New Jersey
$18.5M +$11.6M +95,999 +198%
RVPG
80
Relative Value Partners Group
$18.1M +$567K +4,684 +3%
UB
81
UMB Bank
Missouri
$17.4M -$4.19M -34,630 -20%
AA
82
Alesco Advisors
New York
$17.4M -$748K -6,187 -4%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$17.2M +$1.27M +10,462 +8%
SMC
84
Smith, Moore & Co
Missouri
$17M -$404K -3,337 -2%
BF
85
BOK Financial
Oklahoma
$16.9M -$325K -2,691 -2%
SPIA
86
Strategic Point Investment Advisors
Rhode Island
$16.8M +$58.8K +486 +0.4%
PSUF
87
People's United Financial
Connecticut
$16.4M +$1.74M +14,352 +13%
RIG
88
RiverFront Investment Group
Virginia
$16.3M +$15.4M +127,283 New
NSIM
89
North Star Investment Management
Illinois
$16.2M +$310K +2,566 +2%
MWM
90
Modera Wealth Management
New Jersey
$16M +$14.9M +123,549 +6,845%
MFM
91
Mirsky Financial Management
New York
$15.7M -$183K -1,512 -1%
CG
92
Colony Group
Massachusetts
$15.6M +$7.81M +64,585 +113%
WIA
93
World Investment Advisors
California
$15.6M +$13.9M +114,561 +5,505%
TW
94
Transform Wealth
Colorado
$15.4M -$1.4M -11,594 -9%
EWA
95
Encompass Wealth Advisors
Oregon
$15.2M +$14.4M +119,017 New
GIA
96
GHP Investment Advisors
Colorado
$15.1M -$41.7K -345 -0.3%
CFA
97
Cahill Financial Advisors
Minnesota
$15M +$2.78M +22,972 +24%
PIA
98
Powell Investment Advisors
Florida
$14.7M +$224K +1,851 +2%
KAS
99
Kestra Advisory Services
Texas
$14.6M +$861K +7,121 +7%
A
100
AdvicePeriod
California
$14.4M +$1.99M +16,481 +17%