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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$46.7M +$1.04M +5,560 +2%
Financial Engines Advisors
77
Financial Engines Advisors
California
$46.4M -$10.1M -54,359 -19%
SPIA
78
Strategic Point Investment Advisors
Rhode Island
$45.8M +$364K +1,952 +0.8%
KeyBank National Association
79
KeyBank National Association
Ohio
$45.4M -$163K -876 -0.4%
KIM
80
Kestra Investment Management
Texas
$44.7M +$28.4M +152,567 +201%
MWM
81
Modern Wealth Management
Kansas
$43.1M +$36.1M +193,639 +722%
BAAM
82
Baker Avenue Asset Management
California
$41M +$384K +2,064 +1%
CW
83
CreativeOne Wealth
Kansas
$39.6M +$4.24M +22,775 +13%
WWG
84
West Wealth Group
California
$38.8M -$1.22M -6,569 -3%
SL
85
Salomon & Ludwin
Virginia
$38.8M -$387K -2,079 -1%
SMC
86
Smith, Moore & Co
Missouri
$38.7M -$611K -3,279 -2%
AI
87
Atria Investments
North Carolina
$37.8M +$7.68M +41,251 +27%
IWA
88
Icon Wealth Advisors
Texas
$37.6M +$7.05M +37,823 +24%
Northern Trust
89
Northern Trust
Illinois
$36.1M +$558K +2,998 +2%
NSIM
90
North Star Investment Management
Illinois
$35.5M +$44.9K +241 +0.1%
PFM
91
Phillips Financial Management
Indiana
$35.4M -$425K -2,280 -1%
FWMM
92
Foundation Wealth Management (Missouri)
Missouri
$34.7M +$572K +3,072 +2%
FLA
93
Financial Life Advisors
Texas
$33M +$1.33M +7,140 +4%
EWA
94
Encompass Wealth Advisors
Oregon
$32.7M +$971K +5,213 +3%
IWC
95
Integrated Wealth Concepts
Massachusetts
$32.3M +$5.25M +28,170 +21%
1IA
96
1834 Investment Advisors
Wisconsin
$32M -$1.62M -8,716 -5%
GT
97
Greenleaf Trust
Michigan
$31.4M +$645K +3,462 +2%
PIA
98
Powell Investment Advisors
Florida
$31.3M +$1.67M +8,946 +6%
KOC
99
Koss-Olinger Consulting
Florida
$30.9M -$2.28M -12,240 -7%
Creative Planning
100
Creative Planning
Kansas
$29.9M -$1.02M -5,451 -3%