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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
76
Triad Wealth Partners
Kansas
$55M +$13.2M +60,963 +31%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$54M -$8.41M -38,847 -13%
EW
78
Evoke Wealth
California
$52.3M +$523K +2,414 +1%
WWG
79
West Wealth Group
California
$51.8M +$6.68M +30,856 +14%
SPIA
80
Strategic Point Investment Advisors
Rhode Island
$51.7M +$712K +3,286 +1%
RFC
81
Regions Financial Corp
Alabama
$50.6M +$1.23M +5,670 +2%
WIA
82
World Investment Advisors
California
$50.4M -$328K -1,514 -0.6%
Barclays
83
Barclays
United Kingdom
$48.7M -$7.67M -35,404 -13%
Financial Engines Advisors
84
Financial Engines Advisors
California
$48.1M -$756K -3,490 -2%
WA
85
Waverly Advisors
Alabama
$46M +$2.27M +10,493 +5%
BAAM
86
Baker Avenue Asset Management
California
$46M +$879K +4,059 +2%
MOS
87
MGO One Seven
Ohio
$45.9M +$193K +890 +0.4%
GSWM
88
Greenup Street Wealth Management
Michigan
$44.2M +$1.93M +8,931 +4%
CI
89
CX Institutional
Indiana
$44.1M -$22.3M -103,170 -33%
PWM
90
Perigon Wealth Management
California
$42.3M -$1.94M -8,960 -4%
P
91
&Partners
Tennessee
$42.3M +$3.56M +16,444 +9%
SMC
92
Smith, Moore & Co
Missouri
$42M -$257K -1,187 -0.6%
US Bancorp
93
US Bancorp
Minnesota
$41.5M -$58.5M -270,287 -58%
MFIM
94
Mesirow Financial Investment Management
Illinois
$41M +$22.1M +102,144 +111%
NSIM
95
North Star Investment Management
Illinois
$41M +$1.56M +7,198 +4%
KeyBank National Association
96
KeyBank National Association
Ohio
$40.8M -$1.93M -8,914 -4%
SHJ
97
Sharkey, Howes & Javer
Colorado
$39.6M -$3.75M -17,341 -8%
Northern Trust
98
Northern Trust
Illinois
$39.5M -$664K -3,068 -2%
SL
99
Salomon & Ludwin
Virginia
$39.4M -$851K -3,931 -2%
Creative Planning
100
Creative Planning
Kansas
$38.8M +$5.08M +23,446 +15%