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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
226
Prospera Financial Services
Texas
$2.31M +$22.9K +254 +1%
MSAM
227
Moloney Securities Asset Management
Missouri
$2.29M -$4.42K -49 -0.2%
SPIA
228
Steward Partners Investment Advisory
New York
$2.28M +$5.05K +56 +0.2%
VFPW
229
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.26M -$1.52M -16,880 -41%
RIA
230
Regal Investment Advisors
Michigan
$2.26M
CSS
231
Cubist Systematic Strategies
Connecticut
$2.25M +$2.14M +23,745 New
MWS
232
MFA Wealth Services
California
$2.24M +$61.2K +678 +3%
M
233
MATAURO
New York
$2.22M -$113K -1,255 -5%
GWM
234
Geneos Wealth Management
Colorado
$2.2M +$59.4K +658 +3%
SLA
235
Silver Lake Advisory
Utah
$2.19M -$34.5K -382 -2%
PTC
236
Private Trust Company
Ohio
$2.19M +$29.2K +324 +1%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$2.17M -$994K -11,015 -32%
CAG
238
Crestwood Advisors Group
Massachusetts
$2.16M +$86.7K +961 +4%
VA
239
VestGen Advisors
Illinois
$2.14M -$26.7K -296 -1%
XPN
240
XY Planning Network
Montana
$2.13M -$22.9K -254 -1%
RWP
241
RWA Wealth Partners
Massachusetts
$2.09M +$317K +3,511 +19%
CFA
242
Cahill Financial Advisors
Minnesota
$2.07M +$8.03K +89 +0.4%
WANY
243
Wealthspire Advisors (New York)
New York
$2.05M -$40.4K -448 -2%
MOS
244
MGO One Seven
Ohio
$2.01M -$1.83M -20,222 -49%
GIM
245
Glenmede Investment Management
Pennsylvania
$1.98M +$1.89M +20,918 New
LFS
246
Legacy Financial Strategies
Kansas
$1.96M
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
$1.93M -$2.38M -26,393 -56%
SPI
248
Sutton Place Investors
New York
$1.92M +$8.48K +94 +0.5%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$1.88M +$1.09M +12,023 +154%
FFA
250
Farther Finance Advisors
California
$1.87M -$114K -1,267 -6%