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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
76
Financial Engines Advisors
California
$48.2M -$5.51M -30,987 -11%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$47M -$211K -1,186 -0.5%
NA
78
NewEdge Advisors
Louisiana
$46.7M +$38.7M +217,502 +665%
SAF
79
Smith Anglin Financial
Texas
$45M -$24.1M -135,335 -36%
SPIA
80
Strategic Point Investment Advisors
Rhode Island
$43.7M -$11.5M -64,623 -22%
RWP
81
RWA Wealth Partners
Massachusetts
$43.6M -$14.3M -80,318 -26%
EW
82
Evoke Wealth
California
$41.8M +$39.7M +223,593 New
RFC
83
Regions Financial Corp
Alabama
$41.7M +$1.9M +10,717 +5%
1IA
84
1834 Investment Advisors
Wisconsin
$39M -$2.95M -16,596 -7%
BAAM
85
Baker Avenue Asset Management
California
$38.4M +$854K +4,802 +2%
QS
86
Quantitative Strategies
California
$38.3M +$3.27M +18,422 +10%
BMM
87
Berkshire Money Management
Massachusetts
$37.3M +$716K +4,029 +2%
SMC
88
Smith, Moore & Co
Missouri
$37.1M -$356K -2,001 -1%
AWS
89
Atria Wealth Solutions
New York
$36M +$21.4M +120,380 +167%
EH
90
Equitable Holdings
New York
$35.4M -$6.7M -37,718 -17%
PW
91
Peninsula Wealth
California
$35.4M +$11M +61,695 +48%
PRWA
92
Platte River Wealth Advisors
Colorado
$34.3M +$3.56M +20,025 +12%
NSIM
93
North Star Investment Management
Illinois
$33.2M +$822K +4,622 +3%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$33.1M +$7.13M +40,089 +29%
PRS
95
Pinkerton Retirement Specialists
Idaho
$32.2M +$2.66M +14,954 +10%
Amundi
96
Amundi
France
$31.8M +$6.93M +39,000 +28%
TWC
97
TD Waterhouse Canada
Ontario, Canada
$31.4M -$3.56M -20,050 -13%
GT
98
Greenleaf Trust
Michigan
$31.3M -$1.1M -6,206 -4%
FWMM
99
Foundation Wealth Management (Missouri)
Missouri
$31.3M +$1.85M +10,398 +7%
CI
100
CX Institutional
Indiana
$31.1M -$1.58M -8,867 -5%