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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
101
Jones Financial Companies
Missouri
$11.9M -$626M -5,457,682 -98%
FLA
102
Financial Life Advisors
Texas
$11.3M +$1.71M +14,919 +18%
MGIA
103
Moneta Group Investment Advisors
Missouri
$11.1M +$55K +479 +0.5%
HFS
104
HL Financial Services
Kentucky
$11M +$481K +4,189 +5%
MBT
105
Monroe Bank & Trust
Michigan
$11M +$71.8K +626 +0.7%
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$10.7M -$50.5K -440 -0.5%
PAG
107
Private Advisor Group
New Jersey
$10.6M +$4.02M +35,005 +63%
SHIM
108
Stone House Investment Management
Pennsylvania
$10.2M +$2.38M +20,751 +31%
TCM
109
Traynor Capital Management
Pennsylvania
$9.82M +$222K +1,937 +2%
BPCE
110
Bank Pictet & Cie (Europe)
Germany
$9.69M -$373K -3,250 -4%
TIM
111
Tortoise Investment Management
New York
$9.41M -$21.1K -184 -0.2%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$9.31M -$339K -2,950 -4%
BCM
113
Brookstone Capital Management
Illinois
$9.28M -$1.23M -10,739 -12%
IWA
114
Independence Wealth Advisors
Virginia
$9.26M -$109K -947 -1%
SGAM
115
Steinberg Global Asset Management
Florida
$9.25M +$191K +1,666 +2%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$9M -$373K -3,250 -4%
BFM
117
Broadview Financial Management
Wisconsin
$8.74M +$83.1K +724 +1%
HJA
118
Hugh Johnson Advisors
New York
$8.66M -$97.6K -850 -1%
TW
119
Transform Wealth
Colorado
$8.49M +$553K +4,814 +7%
BTS
120
BB&T Securities
Virginia
$8.44M -$182K -1,583 -2%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$8.17M -$62K -540 -0.8%
AMG
122
Asset Management Group
Connecticut
$8.12M -$47.7K -416 -0.6%
FAAS
123
First Allied Advisory Services
California
$7.79M +$1.08M +9,450 +16%
RWM
124
RKL Wealth Management
Pennsylvania
$7.68M -$173K -1,508 -2%
SI
125
Stephens Inc
Arkansas
$7.62M -$147K -1,285 -2%