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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
151
Mesirow Financial Investment Management
Illinois
$19.9M +$299K +1,573 +2%
GIA
152
Gladstone Institutional Advisory
Florida
$19.9M +$1.25M +6,560 +7%
TPCW
153
TD Private Client Wealth
New York
$19.7M -$404K -2,129 -2%
BS
154
Banco Santander
Spain
$19.1M -$1.94M -10,228 -10%
CFB
155
Cullen/Frost Bankers
Texas
$19M -$5.89K -31 -0%
Prudential Financial
156
Prudential Financial
New Jersey
$18.7M +$453K +2,385 +3%
SWM
157
SilverOak Wealth Management
Minnesota
$18.5M -$59.1K -311 -0.3%
FMC
158
First Merchants Corp
Indiana
$18.5M +$821K +4,324 +5%
WA
159
Waverly Advisors
Alabama
$18.2M +$1.12M +5,893 +7%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$18.1M +$577K +3,038 +3%
CFO
161
Callan Family Office
Pennsylvania
$18M +$1.81M +9,552 +12%
NCM
162
Narwhal Capital Management
Georgia
$17.8M -$190 -1 -0%
SC
163
Savant Capital
Illinois
$17.8M +$723K +3,804 +4%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$17.7M -$760K -4,002 -4%
SC
165
Saiph Capital
New Jersey
$17.6M -$2.62M -13,808 -13%
MGIA
166
Matthew Goff Investment Advisor
Texas
$17.4M -$48.6K -256 -0.3%
WA
167
Wealth Alliance
New York
$17.3M -$73.7K -388 -0.4%
GL
168
Graypoint LLC
New York
$17M +$4.46M +23,501 +37%
IWA
169
Icon Wealth Advisors
Texas
$16.8M -$68.4K -360 -0.4%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$16.6M -$57K -300 -0.4%
GRP
171
Global Retirement Partners
California
$16.6M -$1.62M -8,512 -9%
BPA
172
Beacon Pointe Advisors
California
$16.5M -$107K -563 -0.7%
WGC
173
Watts Gwilliam & Co
Arizona
$16.2M +$15.7M +82,667 New
WIM
174
WealthPlan Investment Management
Nebraska
$16.1M +$15.5M +81,544 New
FNBT
175
FineMark National Bank & Trust
Florida
$16M +$658K +3,462 +4%