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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
126
Broadview Financial Management
Wisconsin
$9.47M -$376K -3,024 -4%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$9.46M -$322K -2,585 -3%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$9.33M +$4.19M +33,668 +88%
CG
129
Colony Group
Massachusetts
$9.08M -$9.41M -75,633 -52%
AWM
130
Argent Wealth Management
Massachusetts
$9.07M +$8.67M +69,715 New
SAG
131
Spotlight Asset Group
Illinois
$8.98M +$10.6M +85,333 New
CS
132
Comerica Securities
Michigan
$8.94M +$39.1K +314 +0.5%
MGIA
133
Moneta Group Investment Advisors
Missouri
$8.92M +$75.2K +604 +0.9%
AWM
134
AE Wealth Management
Kansas
$8.91M +$5.91M +47,508 +227%
BOS
135
Bank of Stockton
California
$8.87M -$574K -4,614 -6%
SEI Investments
136
SEI Investments
Pennsylvania
$8.78M -$915K -7,356 -10%
LWA
137
LWS Wealth Advisors
New Jersey
$8.74M +$8.36M +67,197 New
Bank of New York Mellon
138
Bank of New York Mellon
New York
$8.73M +$392K +3,153 +5%
SI
139
Stephens Inc
Arkansas
$8.7M +$110K +887 +1%
FI
140
FormulaFolio Investments
Michigan
$8.62M +$2.56M +20,607 +45%
CA
141
Centerpoint Advisors
Massachusetts
$8.6M +$104K +837 +1%
PIA
142
Powell Investment Advisors
Florida
$8.53M +$8.16M +65,584 New
ASN
143
Advisory Services Network
Georgia
$8.42M +$2.42M +19,414 +43%
Comerica Bank
144
Comerica Bank
Texas
$8.41M -$3.46M -27,777 -30%
VR
145
Viridian RIA
Washington
$8.38M +$186K +1,497 +2%
GIA
146
Gladstone Institutional Advisory
Florida
$8.06M -$46.9K -377 -0.6%
AIM
147
Acropolis Investment Management
Missouri
$8M -$61K -490 -0.8%
ASW
148
Astoria Strategic Wealth
Texas
$7.99M +$7.65M +61,482 New
Truist Financial
149
Truist Financial
North Carolina
$7.95M +$7.03M +56,536 +1,227%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$7.87M +$927K +7,450 +14%