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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Strategic Point Investment Advisors
Rhode Island
$49.1M +$765K +3,811 +2%
APW
77
Austin Private Wealth
Texas
$49.1M -$1.15M -5,707 -2%
RFC
78
Regions Financial Corp
Alabama
$47.2M -$2.11M -10,517 -4%
MWM
79
Modern Wealth Management
Kansas
$46M +$471K +2,346 +1%
KeyBank National Association
80
KeyBank National Association
Ohio
$45.4M -$2.44M -12,141 -5%
AI
81
Atria Investments
North Carolina
$45.1M +$5.01M +24,949 +13%
CW
82
CreativeOne Wealth
Kansas
$43.7M +$1.78M +8,855 +4%
BAAM
83
Baker Avenue Asset Management
California
$43.6M +$195K +973 +0.5%
GSWM
84
Greenup Street Wealth Management
Michigan
$42.3M +$13.7M +68,046 +50%
WWG
85
West Wealth Group
California
$42.1M +$1.27M +6,340 +3%
IWA
86
Icon Wealth Advisors
Texas
$42M +$2.22M +11,068 +6%
SMC
87
Smith, Moore & Co
Missouri
$40.8M -$65.9K -328 -0.2%
SL
88
Salomon & Ludwin
Virginia
$40.2M -$595K -2,964 -2%
Northern Trust
89
Northern Trust
Illinois
$38.8M +$711K +3,538 +2%
FWMM
90
Foundation Wealth Management (Missouri)
Missouri
$38.2M +$1.42M +7,086 +4%
NSIM
91
North Star Investment Management
Illinois
$37.9M +$377K +1,878 +1%
PFM
92
Phillips Financial Management
Indiana
$37M -$364K -1,811 -1%
FLA
93
Financial Life Advisors
Texas
$35.7M +$864K +4,300 +3%
EWA
94
Encompass Wealth Advisors
Oregon
$35.2M +$625K +3,113 +2%
TWC
95
TD Waterhouse Canada
Ontario, Canada
$32.6M +$2.46M +12,265 +8%
GT
96
Greenleaf Trust
Michigan
$32.6M -$546K -2,718 -2%
PIA
97
Powell Investment Advisors
Florida
$32.2M -$877K -4,365 -3%
Creative Planning
98
Creative Planning
Kansas
$31.9M +$270K +1,342 +0.9%
BMM
99
Berkshire Money Management
Massachusetts
$31.4M -$50.4K -251 -0.2%
CCM
100
Condor Capital Management
New Jersey
$31.3M +$601K +2,993 +2%