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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
126
Natixis Advisors
Massachusetts
$9.46M -$322K -2,585 -3%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$9.33M +$4.19M +33,668 +88%
CG
128
Colony Group
Massachusetts
$9.08M -$9.41M -75,633 -52%
AWM
129
Argent Wealth Management
Massachusetts
$9.07M +$8.67M +69,715 New
SAG
130
Spotlight Asset Group
Illinois
$8.98M +$10.6M +85,333 New
CS
131
Comerica Securities
Michigan
$8.94M +$39.1K +314 +0.5%
MGIA
132
Moneta Group Investment Advisors
Missouri
$8.92M +$75.2K +604 +0.9%
AWM
133
AE Wealth Management
Kansas
$8.91M +$5.91M +47,508 +227%
BOS
134
Bank of Stockton
California
$8.87M -$574K -4,614 -6%
SEI Investments
135
SEI Investments
Pennsylvania
$8.78M -$915K -7,356 -10%
LWA
136
LWS Wealth Advisors
New Jersey
$8.74M +$8.36M +67,197 New
Bank of New York Mellon
137
Bank of New York Mellon
New York
$8.73M +$392K +3,153 +5%
SI
138
Stephens Inc
Arkansas
$8.7M +$110K +887 +1%
FI
139
FormulaFolio Investments
Michigan
$8.62M +$2.56M +20,607 +45%
CA
140
Centerpoint Advisors
Massachusetts
$8.6M +$104K +837 +1%
PIA
141
Powell Investment Advisors
Florida
$8.53M +$8.16M +65,584 New
ASN
142
Advisory Services Network
Georgia
$8.42M +$2.42M +19,414 +43%
Comerica Bank
143
Comerica Bank
Texas
$8.41M -$3.46M -27,777 -30%
VR
144
Viridian RIA
Washington
$8.38M +$186K +1,497 +2%
GIA
145
Gladstone Institutional Advisory
Florida
$8.06M -$46.9K -377 -0.6%
AIM
146
Acropolis Investment Management
Missouri
$8M -$61K -490 -0.8%
ASW
147
Astoria Strategic Wealth
Texas
$7.99M +$7.65M +61,482 New
Truist Financial
148
Truist Financial
North Carolina
$7.95M +$7.03M +56,536 +1,227%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$7.87M +$927K +7,450 +14%
WWM
150
Western Wealth Management
Colorado
$7.71M +$295K +2,369 +4%