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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$44.7M -$694K -3,589 -2%
RFC
77
Regions Financial Corp
Alabama
$44.5M +$591K +3,052 +1%
KeyBank National Association
78
KeyBank National Association
Ohio
$44.4M -$2.33M -12,054 -5%
SPIA
79
Strategic Point Investment Advisors
Rhode Island
$44.3M -$602K -3,109 -1%
APW
80
Austin Private Wealth
Texas
$44M +$16.1M +83,201 +56%
Corient Private Wealth
81
Corient Private Wealth
Florida
$41.8M +$22.1M +114,306 +109%
PAG
82
Private Advisor Group
New Jersey
$41.7M +$3.38M +17,464 +9%
WIA
83
World Investment Advisors
California
$40.4M +$39.4M +203,655 +2,428%
BAAM
84
Baker Avenue Asset Management
California
$39.6M -$129K -669 -0.3%
AWM
85
AE Wealth Management
Kansas
$39M +$5.09M +26,288 +15%
WWG
86
West Wealth Group
California
$38.8M +$6.37M +32,912 +19%
SMC
87
Smith, Moore & Co
Missouri
$38.4M +$516K +2,665 +1%
SL
88
Salomon & Ludwin
Virginia
$37.8M -$1.25M -6,444 -3%
HWM
89
Horizon Wealth Management
Illinois
$36.2M +$36.7M +189,783 New
PFM
90
Phillips Financial Management
Indiana
$34.9M -$1.93M -9,979 -5%
Northern Trust
91
Northern Trust
Illinois
$34.6M -$750K -3,875 -2%
NSIM
92
North Star Investment Management
Illinois
$34.6M +$688K +3,558 +2%
CW
93
CreativeOne Wealth
Kansas
$34.3M +$11.9M +61,425 +52%
FWMM
94
Foundation Wealth Management (Missouri)
Missouri
$33.3M +$291K +1,506 +0.9%
1IA
95
1834 Investment Advisors
Wisconsin
$32.8M -$1.52M -7,869 -4%
KOC
96
Koss-Olinger Consulting
Florida
$32.4M -$553K -2,857 -2%
Two Sigma Investments
97
Two Sigma Investments
New York
$31.2M +$24.9M +128,900 +369%
EWA
98
Encompass Wealth Advisors
Oregon
$30.9M +$1.15M +5,953 +4%
FLA
99
Financial Life Advisors
Texas
$30.8M +$788K +4,070 +3%
SWM
100
Spire Wealth Management
Virginia
$30.7M -$266K -1,377 -0.8%