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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANB
76
Amarillo National Bank
Texas
$54.8M -$1.49M -7,121 -3%
MWM
77
Modern Wealth Management
Kansas
$54.4M +$7.05M +33,655 +15%
EW
78
Evoke Wealth
California
$52M -$13.4K -64 -0%
SPIA
79
Strategic Point Investment Advisors
Rhode Island
$51.3M +$793K +3,784 +2%
WIA
80
World Investment Advisors
California
$50.9M +$46.9M +223,786 +1,368%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$50.7M -$1.38M -6,597 -3%
RFC
82
Regions Financial Corp
Alabama
$49.6M +$1.19M +5,665 +2%
Financial Engines Advisors
83
Financial Engines Advisors
California
$49.1M -$1.43M -6,827 -3%
PCA
84
Prosperity Capital Advisors
Ohio
$47.5M +$23.1M +110,058 +97%
MOS
85
MGO One Seven
Ohio
$45.9M +$22.1M +105,533 +95%
WWG
86
West Wealth Group
California
$45.5M +$2.21M +10,544 +5%
BAAM
87
Baker Avenue Asset Management
California
$45.3M +$562K +2,682 +1%
PWM
88
Perigon Wealth Management
California
$44.4M +$12.8M +60,914 +41%
WA
89
Waverly Advisors
Alabama
$43.9M +$14.2M +67,983 +49%
SW
90
SteelPeak Wealth
California
$43.5M +$12.5M +59,432 +41%
SHJ
91
Sharkey, Howes & Javer
Colorado
$43.5M +$13M +62,111 +43%
KeyBank National Association
92
KeyBank National Association
Ohio
$42.9M -$3.71M -17,716 -8%
GSWM
93
Greenup Street Wealth Management
Michigan
$42.5M -$942K -4,496 -2%
SMC
94
Smith, Moore & Co
Missouri
$42.4M +$483K +2,303 +1%
TWP
95
Triad Wealth Partners
Kansas
$42.3M +$17.8M +84,761 +74%
SHIM
96
Stone House Investment Management
Pennsylvania
$42.2M +$12.7M +60,799 +44%
Cerity Partners
97
Cerity Partners
New York
$41.1M +$18.9M +90,196 +87%
SL
98
Salomon & Ludwin
Virginia
$40.8M -$745K -3,557 -2%
Northern Trust
99
Northern Trust
Illinois
$40.3M +$441K +2,106 +1%
NSIM
100
North Star Investment Management
Illinois
$39.6M +$644K +3,073 +2%