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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
101
Churchill Management
California
$20.5M +$4.78M +31,069 +32%
ISWM
102
Independent Solutions Wealth Management
New York
$20.4M -$77.1K -501 -0.4%
TCBWMS
103
Texas Capital Bank Wealth Management Services
Texas
$20.3M -$1.67M -10,842 -8%
LFS
104
Lutz Financial Services
Nebraska
$20.3M -$192K -1,248 -1%
V
105
Veritable
Delaware
$19.5M -$472K -3,069 -2%
GSWM
106
Greenup Street Wealth Management
Michigan
$19.4M +$4.93M +32,038 +36%
MCM
107
MV Capital Management
Maryland
$19.1M +$2.78M +18,088 +18%
RSWM
108
Robertson Stephens Wealth Management
California
$19.1M -$585K -3,803 -3%
QIM
109
Quest Investment Management
Oregon
$19M
TPCW
110
TD Private Client Wealth
New York
$18.9M -$1.63M -10,612 -8%
KL
111
KWMG LLC
Kansas
$18.7M +$716K +4,657 +4%
AA
112
Alesco Advisors
New York
$18.5M -$228K -1,482 -1%
Creative Planning
113
Creative Planning
Kansas
$17.7M +$609K +3,957 +4%
GIA
114
GHP Investment Advisors
Colorado
$17.6M -$464K -3,013 -3%
FWMM
115
Foundation Wealth Management (Missouri)
Missouri
$17.5M +$264K +1,714 +2%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$17.5M -$614K -3,992 -4%
GW
117
GW & Wade
Massachusetts
$17.5M +$724K +4,709 +5%
AF
118
Allworth Financial
California
$17.4M -$621K -4,035 -4%
SPC
119
Sigma Planning Corp
Michigan
$17.4M -$915K -5,946 -5%
CFA
120
Cahill Financial Advisors
Minnesota
$17.4M +$653K +4,243 +4%
JWA
121
JFS Wealth Advisors
Pennsylvania
$17.2M +$336K +2,186 +2%
IF
122
Ironwood Financial
Arizona
$17M +$155K +1,008 +1%
Northern Trust
123
Northern Trust
Illinois
$16.9M -$135K -876 -0.8%
CG
124
Colony Group
Massachusetts
$16.9M +$24.6K +160 +0.2%
SC
125
Saiph Capital
New Jersey
$16.7M +$4.29M +27,867 +37%