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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$21.9M +$619K +4,371 +3%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$21.8M -$664K -4,684 -3%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$21.6M +$849K +5,994 +4%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$21.1M -$2.96M -20,857 -11%
TW
80
Transform Wealth
Colorado
$20.6M +$3.23M +22,784 +17%
TPCW
81
TD Private Client Wealth
New York
$20.6M +$806K +5,690 +4%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$19.6M +$209K +1,477 +1%
NSIM
83
North Star Investment Management
Illinois
$19.4M +$365K +2,579 +2%
FLA
84
Financial Life Advisors
Texas
$19.3M -$985K -6,949 -4%
CCM
85
Condor Capital Management
New Jersey
$19.3M +$62.5K +441 +0.3%
Comerica Bank
86
Comerica Bank
Texas
$19.2M +$1.63M +11,537 +9%
PIA
87
Powell Investment Advisors
Florida
$18.5M +$99K +699 +0.5%
EWA
88
Encompass Wealth Advisors
Oregon
$18.4M -$981K -6,926 -5%
AWM
89
Avitas Wealth Management
California
$18.4M +$20.3M +143,387 New
MA
90
MUFG Americas
New York
$17.7M -$367K -2,587 -2%
5L
91
55I LLC
Massachusetts
$17.6M +$6.1M +43,073 +46%
FRA
92
Frank Rimerman Advisors
California
$17.4M +$12.8M +90,335 +201%
SMC
93
Smith, Moore & Co
Missouri
$17.4M -$38.5K -272 -0.2%
ISWM
94
Independent Solutions Wealth Management
New York
$17.3M -$251K -1,774 -1%
LFS
95
Lutz Financial Services
Nebraska
$17.1M -$124K -878 -0.7%
DSA
96
Droms Strauss Advisors
Missouri
$17.1M +$1.12M +7,935 +6%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$16.7M +$3.78M +26,649 +26%
AA
98
Alesco Advisors
New York
$16.4M -$843K -5,946 -4%
MGIA
99
Moneta Group Investment Advisors
Missouri
$16.4M -$1.14M -8,014 -6%
TCM
100
Traynor Capital Management
Pennsylvania
$16M -$751K -5,302 -4%