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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.1B +$436M +2,339,857 +13%
JP Morgan Chase
2
JP Morgan Chase
New York
$3.5B +$22.3M +119,534 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$2.76B +$58.8M +315,847 +2%
Bank of America
4
Bank of America
North Carolina
$1.63B -$47.5M -255,047 -3%
LPL Financial
5
LPL Financial
California
$1.55B +$174M +934,622 +13%
Wells Fargo
6
Wells Fargo
California
$1.23B +$5.75M +30,882 +0.5%
UBS Group
7
UBS Group
Switzerland
$697M +$1.61M +8,662 +0.2%
Ameriprise
8
Ameriprise
Minnesota
$592M +$90.3M +484,782 +19%
Stifel Financial
9
Stifel Financial
Missouri
$572M +$40M +214,865 +8%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$462M +$19.6M +105,403 +5%
Goldman Sachs
11
Goldman Sachs
New York
$460M -$44.2M -237,310 -9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$413M +$28.5M +152,851 +8%
BlackRock
13
BlackRock
New York
$389M +$34.1M +182,998 +10%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$365M +$11.4M +61,038 +3%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$335M +$4.96M +26,621 +2%
PAS
16
Park Avenue Securities
New York
$324M +$38.2M +205,339 +14%
Raymond James Financial
17
Raymond James Financial
Florida
$322M +$9.06M +48,639 +3%
Lido Advisors
18
Lido Advisors
California
$320M -$7.26M -38,971 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$273M +$43.2M +231,828 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$238M -$6.52M -34,992 -3%
Mariner
21
Mariner
Kansas
$218M +$3.18M +17,098 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$217M -$1.2M -6,418 -0.6%
MCM
23
MAI Capital Management
Ohio
$199M +$6.3M +33,807 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$197M +$15.8M +84,876 +9%
SW
25
SoFi Wealth
California
$186M +$10.2M +54,664 +6%