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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWC
226
Spectrum Wealth Counsel
Indiana
$1.73M +$1.6M +20,524 New
EIP
227
Easterly Investment Partners
Massachusetts
$1.73M +$1.6M +20,495 New
LFS
228
Legacy Financial Strategies
Kansas
$1.73M – – –
FHC
229
First Heartland Consultants
Missouri
$1.7M +$11.8K +152 +0.8%
SPI
230
Sutton Place Investors
New York
$1.69M – – –
Cerity Partners
231
Cerity Partners
New York
$1.69M +$240K +3,082 +18%
CAG
232
Crestwood Advisors Group
Massachusetts
$1.68M -$291K -3,740 -16%
VWM
233
VCI Wealth Management
Missouri
$1.58M +$1.46M +18,747 New
SLA
234
Silver Lake Advisory
Utah
$1.51M +$59.8K +768 +4%
Citigroup
235
Citigroup
New York
$1.5M -$112K -1,434 -7%
CFA
236
Cahill Financial Advisors
Minnesota
$1.49M +$16.8K +216 +1%
TWM
237
TriaGen Wealth Management
California
$1.48M +$1.17K +15 +0.1%
FCM
238
Family Capital Management
Michigan
$1.48M +$927K +11,900 +213%
PCIA
239
Prime Capital Investment Advisors
Kansas
$1.47M +$1.1M +14,144 +423%
FNBOH
240
First National Bank of Hutchinson
Kansas
$1.46M -$34.7K -446 -3%
EWM
241
Endowment Wealth Management
Wisconsin
$1.45M +$51.1K +656 +4%
CHJWM
242
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.44M +$161K +2,063 +14%
IC
243
Iconiq Capital
California
$1.43M +$1.32M +16,964 New
NAS
244
NWF Advisory Services
California
$1.36M -$90.5K -1,162 -7%
MHS
245
M Holdings Securities
Oregon
$1.36M -$4.13K -53 -0.3%
MFA
246
Morling Financial Advisors
California
$1.32M – – –
CG
247
CFO4Life Group
Texas
$1.32M +$14.6K +188 +1%
LNC
248
Lincoln National Corp
Pennsylvania
$1.32M +$74.3K +954 +7%
SFG
249
Sovereign Financial Group
Connecticut
$1.31M +$367K +4,711 +43%
OAM
250
Occidental Asset Management
California
$1.31M -$898K -11,529 -43%