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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
76
Halpern Financial
Virginia
$23.9M +$1.21M +8,970 +6%
PSUF
77
People's United Financial
Connecticut
$23.9M +$5.49M +40,760 +32%
RFC
78
Regions Financial Corp
Alabama
$23.3M +$639K +4,747 +3%
VC
79
Vicus Capital
Pennsylvania
$23.1M -$533K -3,956 -2%
ISWM
80
Independent Solutions Wealth Management
New York
$22.9M +$573K +4,259 +3%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$22.1M -$269K -1,998 -1%
TCM
82
Traynor Capital Management
Pennsylvania
$22.1M -$4.35M -32,329 -17%
BAM
83
Brave Asset Management
New Jersey
$22M +$1.47M +10,924 +8%
ACG
84
Arch Capital Group
Bermuda
$21.9M
SPC
85
Sigma Planning Corp
Michigan
$21.6M +$943K +7,001 +5%
MA
86
MUFG Americas
New York
$21.6M -$1.15M -8,541 -5%
MCWS
87
McKinley Carter Wealth Services
West Virginia
$21.5M +$11.9M +88,032 +137%
FLA
88
Financial Life Advisors
Texas
$21.3M +$645K +4,792 +3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$21M +$1.99M +14,761 +11%
SPIA
90
Strategic Point Investment Advisors
Rhode Island
$20.2M +$1.46M +10,821 +8%
LFS
91
Lutz Financial Services
Nebraska
$20.1M -$892K -6,623 -4%
UB
92
UMB Bank
Missouri
$19.8M +$537K +3,990 +3%
SMC
93
Smith, Moore & Co
Missouri
$19.6M +$798K +5,929 +4%
SAF
94
Smith Anglin Financial
Texas
$19.3M -$13.4M -99,613 -42%
AA
95
Alesco Advisors
New York
$19.1M -$146K -1,085 -0.8%
BS
96
Banco Santander
Spain
$19M +$4.97M +36,878 +38%
TCBWMS
97
Texas Capital Bank Wealth Management Services
Texas
$18.8M +$18M +133,414 New
BF
98
BOK Financial
Oklahoma
$18.1M -$538K -3,995 -3%
RIG
99
RiverFront Investment Group
Virginia
$17.8M -$171K -1,272 -1%
NSIM
100
North Star Investment Management
Illinois
$17.7M -$167K -1,240 -1%