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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
101
Moneta Group Investment Advisors
Missouri
$9.83M -$193K -1,690 -2%
BPCE
102
Bank Pictet & Cie (Europe)
Germany
$9.5M +$5.46M +47,770 +122%
CWM
103
Calamos Wealth Management
Illinois
$9.48M +$4.11K +36 +0%
HFS
104
HL Financial Services
Kentucky
$9.45M +$9.87M +86,398 New
MCM
105
MAI Capital Management
Ohio
$9.33M +$1.04M +9,075 +12%
SGAM
106
Steinberg Global Asset Management
Florida
$9.28M -$367K -3,208 -4%
CIR
107
Clear Investment Research
Georgia
$9.28M +$514K +4,495 +6%
TCM
108
Traynor Capital Management
Pennsylvania
$9.27M +$203K +1,779 +2%
BCM
109
Brookstone Capital Management
Illinois
$9.21M -$5.38M -47,036 -36%
UBS AM
110
UBS AM
Illinois
$9.17M +$1.51M +13,245 +19%
TIM
111
Tortoise Investment Management
New York
$9.07M +$1.05M +9,180 +12%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$8.75M +$357K +3,125 +4%
IWA
113
Independence Wealth Advisors
Virginia
$8.69M -$222K -1,941 -2%
Citigroup
114
Citigroup
New York
$8.5M -$2.55M -22,300 -22%
BFM
115
Broadview Financial Management
Wisconsin
$8.24M +$159K +1,390 +2%
AMG
116
Asset Management Group
Connecticut
$7.8M +$20.5K +179 +0.3%
ST
117
Smithfield Trust
Pennsylvania
$7.7M -$81.7K -715 -1%
SHIM
118
Stone House Investment Management
Pennsylvania
$7.62M -$2.5M -21,890 -24%
RWM
119
RKL Wealth Management
Pennsylvania
$7.52M -$6.4K -56 -0.1%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$7.5M +$396K +3,469 +5%
FAAS
121
First Allied Advisory Services
California
$7.49M -$748K -6,546 -9%
BTS
122
BB&T Securities
Virginia
$7.33M +$5.09M +44,510 +198%
SI
123
Stephens Inc
Arkansas
$7.24M -$184K -1,606 -2%
TW
124
Transform Wealth
Colorado
$7.2M +$109K +954 +1%
AIM
125
Acropolis Investment Management
Missouri
$7.17M -$102K -889 -1%