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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
76
Salomon & Ludwin
Virginia
$42.7M -$3.32M -17,488 -7%
RWP
77
RWA Wealth Partners
Massachusetts
$41.8M -$1.49M -7,834 -4%
BAAM
78
Baker Avenue Asset Management
California
$41M +$269K +1,415 +0.7%
MAM
79
MMA Asset Management
Pennsylvania
$40.7M +$23.3M +122,572 +116%
RFC
80
Regions Financial Corp
Alabama
$40.7M -$2.88M -15,181 -7%
SMC
81
Smith, Moore & Co
Missouri
$40.4M -$69K -363 -0.2%
BMM
82
Berkshire Money Management
Massachusetts
$40.3M +$329K +1,732 +0.9%
EH
83
Equitable Holdings
New York
$40M -$51.5K -271 -0.1%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$39.3M +$7.98M +42,031 +27%
PAG
85
Private Advisor Group
New Jersey
$38.9M +$10.1M +53,047 +37%
AWS
86
Atria Wealth Solutions
New York
$38.3M +$330K +1,738 +0.9%
1IA
87
1834 Investment Advisors
Wisconsin
$37.9M -$2.19M -11,513 -6%
PSCM
88
Per Stirling Capital Management
Texas
$37.9M +$5.89M +31,029 +19%
QS
89
Quantitative Strategies
California
$37.7M -$639K -3,365 -2%
PRWA
90
Platte River Wealth Advisors
Colorado
$37.5M +$804K +4,234 +2%
NSIM
91
North Star Investment Management
Illinois
$35.7M +$2.24M +11,767 +7%
Northern Trust
92
Northern Trust
Illinois
$35.1M +$5.51M +28,986 +19%
FWMM
93
Foundation Wealth Management (Missouri)
Missouri
$35.1M +$513K +2,700 +2%
KOC
94
Koss-Olinger Consulting
Florida
$34.5M -$25.1M -131,990 -43%
CI
95
CX Institutional
Indiana
$32.7M +$465K +2,446 +1%
Corient Private Wealth
96
Corient Private Wealth
Florida
$32M +$23M +120,913 +290%
WWG
97
West Wealth Group
California
$31.6M +$403K +2,123 +1%
AWMS
98
Advocacy Wealth Management Services
Georgia
$31.5M +$867K +4,562 +3%
SWM
99
Spire Wealth Management
Virginia
$31.2M -$122K -644 -0.4%
BBVA
100
Banco Bilbao Vizcaya Argentaria
Spain
$31.2M +$30M +157,916 New