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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLA
76
Financial Life Advisors
Texas
$23.3M +$1.11M +7,475 +5%
ACG
77
Arch Capital Group
Bermuda
$22.6M +$126K +843 +0.5%
RFC
78
Regions Financial Corp
Alabama
$22.1M -$630K -4,228 -3%
MA
79
MUFG Americas
New York
$22M -$754K -5,057 -3%
TCM
80
Traynor Capital Management
Pennsylvania
$21.6M -$1.16M -7,752 -5%
SAF
81
Smith Anglin Financial
Texas
$21.5M -$565K -3,794 -3%
B
82
Barings
North Carolina
$21.4M -$9.74M -65,331 -31%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$21.4M -$187K -1,254 -0.9%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$21.4M -$2.35M -15,791 -10%
CCM
85
Condor Capital Management
New Jersey
$21.3M +$177K +1,185 +0.8%
SPIA
86
Strategic Point Investment Advisors
Rhode Island
$20.9M +$126K +843 +0.6%
SMC
87
Smith, Moore & Co
Missouri
$20.4M +$186K +1,248 +0.9%
LFS
88
Lutz Financial Services
Nebraska
$20.2M -$223K -1,498 -1%
CA
89
Cetera Advisors
Colorado
$20.1M +$5.08M +34,057 +33%
TW
90
Transform Wealth
Colorado
$20M +$332K +2,230 +2%
UB
91
UMB Bank
Missouri
$19.9M +$40.8K +274 +0.2%
ISWM
92
Independent Solutions Wealth Management
New York
$19.9M -$3.01M -20,225 -13%
AA
93
Alesco Advisors
New York
$19.4M -$92.2K -619 -0.5%
NSIM
94
North Star Investment Management
Illinois
$19.3M +$552K +3,704 +3%
MFM
95
Mirsky Financial Management
New York
$18.2M +$355K +2,383 +2%
BF
96
BOK Financial
Oklahoma
$17.9M +$18.4M +123,355 New
PIA
97
Powell Investment Advisors
Florida
$17.7M -$97.8K -656 -0.5%
KOC
98
Koss-Olinger Consulting
Florida
$17.4M +$15.9M +106,440 +791%
BPCE
99
Bank Pictet & Cie (Europe)
Germany
$17.4M
BS
100
Banco Santander
Spain
$17.2M +$7.41M +49,744 +72%