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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
76
Greenleaf Trust
Michigan
$26.2M -$236K -1,605 -0.9%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$24M +$2.03M +13,793 +9%
SPC
78
Sigma Planning Corp
Michigan
$23.8M +$1.21M +8,242 +5%
BAM
79
Brave Asset Management
New Jersey
$23.5M +$541K +3,673 +2%
EWA
80
Encompass Wealth Advisors
Oregon
$23.5M -$1.28M -8,694 -5%
Allianz Asset Management
81
Allianz Asset Management
Germany
$23.4M -$17M -115,094 -42%
TCM
82
Traynor Capital Management
Pennsylvania
$23.3M +$39.5K +268 +0.2%
ISWM
83
Independent Solutions Wealth Management
New York
$23.2M -$794K -5,389 -3%
MA
84
MUFG Americas
New York
$23.1M +$547K +3,717 +2%
RFC
85
Regions Financial Corp
Alabama
$23.1M -$1.23M -8,359 -5%
ACG
86
Arch Capital Group
Bermuda
$22.8M
FLA
87
Financial Life Advisors
Texas
$22.6M +$363K +2,467 +2%
SAF
88
Smith Anglin Financial
Texas
$22.4M +$2.13M +14,458 +11%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$21.6M -$1.48M -10,056 -6%
CCM
90
Condor Capital Management
New Jersey
$21.4M +$4.3M +29,200 +25%
SPIA
91
Strategic Point Investment Advisors
Rhode Island
$21.1M +$14.7K +100 +0.1%
LFS
92
Lutz Financial Services
Nebraska
$20.7M -$227K -1,541 -1%
SMC
93
Smith, Moore & Co
Missouri
$20.5M +$96.6K +656 +0.5%
VR
94
Viridian RIA
Washington
$20.3M
UB
95
UMB Bank
Missouri
$20.2M -$520K -3,533 -3%
TW
96
Transform Wealth
Colorado
$20M +$2.17M +14,741 +12%
AA
97
Alesco Advisors
New York
$19.8M -$136K -921 -0.7%
NSIM
98
North Star Investment Management
Illinois
$19M +$521K +3,534 +3%
RIG
99
RiverFront Investment Group
Virginia
$18.5M -$151K -1,027 -0.8%
MFM
100
Mirsky Financial Management
New York
$18.1M -$40.8K -277 -0.2%