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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
101
BOK Financial
Oklahoma
$15.7M -$102K -718 -0.6%
BPCE
102
Bank Pictet & Cie (Europe)
Germany
$15.3M
BS
103
Banco Santander
Spain
$14.9M -$1.13M -7,997 -6%
JWA
104
JFS Wealth Advisors
Pennsylvania
$14.8M -$38.7K -273 -0.2%
SWM
105
Spire Wealth Management
Virginia
$14.5M -$5.36M -37,838 -25%
GIA
106
GHP Investment Advisors
Colorado
$14.5M -$66.3K -468 -0.4%
UB
107
UMB Bank
Missouri
$14.5M -$1.26M -8,918 -7%
KL
108
KWMG LLC
Kansas
$14.2M +$318K +2,242 +2%
GIA
109
Gladstone Institutional Advisory
Florida
$14.2M +$1.08M +7,609 +7%
AF
110
Allworth Financial
California
$14.1M +$3.66M +25,845 +31%
SPC
111
Sigma Planning Corp
Michigan
$13.8M +$376K +2,654 +3%
MAM
112
MMA Asset Management
Pennsylvania
$13.7M +$2.66M +18,757 +21%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$13.7M +$255K +1,801 +2%
V
114
Veritable
Delaware
$13.7M -$28.3K -200 -0.2%
CFA
115
Cahill Financial Advisors
Minnesota
$13.6M +$1.38M +9,768 +10%
CG
116
Colony Group
Massachusetts
$13.6M +$8.93M +63,024 +148%
Truist Financial
117
Truist Financial
North Carolina
$13.4M +$733K +5,171 +5%
PAG
118
Private Advisor Group
New Jersey
$13.4M -$841K -5,938 -5%
FMC
119
First Merchants Corp
Indiana
$13.3M +$1.36M +9,568 +10%
IF
120
Ironwood Financial
Arizona
$13.2M +$279K +1,969 +2%
FNBT
121
FineMark National Bank & Trust
Florida
$13.2M +$1.09M +7,670 +8%
WIM
122
Warwick Investment Management
Texas
$13.2M
EA
123
Efficient Advisors
Ohio
$13.1M -$1.33M -9,405 -8%
Creative Planning
124
Creative Planning
Kansas
$13.1M -$762K -5,380 -5%
SAS
125
SMI Advisory Services
Indiana
$13.1M -$1.71M -12,098 -11%