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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
126
Warwick Investment Management
Texas
$20.1M -$10M -62,441 -35%
MML Investors Services
127
MML Investors Services
Massachusetts
$20M +$2.49M +15,518 +16%
ISWM
128
Independent Solutions Wealth Management
New York
$19.8M +$12.1K +75 +0.1%
KL
129
KWMG LLC
Kansas
$19.8M -$443K -2,754 -2%
AF
130
Allworth Financial
California
$19.5M +$830K +5,165 +5%
BS
131
Banco Santander
Spain
$18.8M +$203K +1,264 +1%
GIA
132
GHP Investment Advisors
Colorado
$18.1M -$366K -2,280 -2%
CA
133
Clearstead Advisors
Ohio
$17.9M +$476K +2,962 +3%
IF
134
Ironwood Financial
Arizona
$17.8M -$309K -1,922 -2%
SC
135
Saiph Capital
New Jersey
$17.6M -$269K -1,673 -2%
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$17.6M +$89.2K +555 +0.6%
CFB
137
Cullen/Frost Bankers
Texas
$17.3M +$309K +1,925 +2%
SWM
138
SilverOak Wealth Management
Minnesota
$17.1M +$15.8M +98,388 New
AWM
139
Avitas Wealth Management
California
$17M +$599K +3,724 +4%
AAS
140
Avantax Advisory Services
Texas
$16.5M -$3.18M -19,755 -17%
MAM
141
MMA Asset Management
Pennsylvania
$16.3M -$740K -4,602 -5%
CIA
142
Concurrent Investment Advisors
Florida
$16.1M +$14.9M +92,592 New
GIA
143
Gladstone Institutional Advisory
Florida
$15.9M -$153K -952 -1%
SC
144
Savant Capital
Illinois
$15.9M +$463K +2,881 +3%
CL
145
Choreo LLC
Illinois
$15.8M +$13M +80,840 +799%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$15.6M -$46.3K -288 -0.3%
OIA
147
OneDigital Investment Advisors
Kansas
$15.6M -$1.11M -6,880 -7%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M -$13K -81 -0.1%
FMC
149
First Merchants Corp
Indiana
$15.4M -$135K -840 -0.9%
NCM
150
Narwhal Capital Management
Georgia
$15.3M