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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
76
Efficient Advisors
Ohio
$27.4M -$587K -3,862 -2%
GT
77
Greenleaf Trust
Michigan
$27.1M -$37.4K -246 -0.1%
SAF
78
Smith Anglin Financial
Texas
$26.4M +$3.21M +21,130 +14%
FLA
79
Financial Life Advisors
Texas
$26M +$830K +5,458 +3%
BAM
80
Brave Asset Management
New Jersey
$25.8M +$533K +3,507 +2%
PSUF
81
People's United Financial
Connecticut
$25.6M -$5.02M -32,990 -17%
RFC
82
Regions Financial Corp
Alabama
$25.1M +$1.21M +7,935 +5%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$24.2M +$1.14M +7,509 +5%
MA
84
MUFG Americas
New York
$23.2M -$491K -3,229 -2%
SPIA
85
Strategic Point Investment Advisors
Rhode Island
$23.1M +$522K +3,430 +2%
CCM
86
Condor Capital Management
New Jersey
$23.1M +$118K +778 +0.5%
VR
87
Viridian RIA
Washington
$22.5M +$21.9M +143,951 New
Jones Financial Companies
88
Jones Financial Companies
Missouri
$22.4M -$257K -1,687 -1%
SMC
89
Smith, Moore & Co
Missouri
$22.3M +$307K +2,019 +1%
NSIM
90
North Star Investment Management
Illinois
$22.3M +$1.47M +9,635 +7%
TW
91
Transform Wealth
Colorado
$22.2M +$600K +3,946 +3%
LFS
92
Lutz Financial Services
Nebraska
$21.3M -$475K -3,126 -2%
DSA
93
Davis Selected Advisers
Arizona
$20.8M +$19.9M +130,879 +6,910%
TCM
94
Traynor Capital Management
Pennsylvania
$20.7M -$2.49M -16,356 -11%
ISWM
95
Independent Solutions Wealth Management
New York
$20.7M -$666K -4,377 -3%
AA
96
Alesco Advisors
New York
$20.6M -$323K -2,126 -2%
MFM
97
Mirsky Financial Management
New York
$20.5M +$908K +5,973 +5%
BF
98
BOK Financial
Oklahoma
$20.1M +$785K +5,162 +4%
PIA
99
Powell Investment Advisors
Florida
$19.9M +$813K +5,345 +4%
BS
100
Banco Santander
Spain
$19.6M +$1.01M +6,630 +6%