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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Sterling Wealth Management
Illinois
$2.68M +$9.54K +91 +0.3%
1CP
227
17 Capital Partners
Arizona
$2.62M -$436K -4,153 -14%
GPI
228
General Partner Inc
Pennsylvania
$2.62M – – –
PTC
229
Private Trust Company
Ohio
$2.58M +$87.2K +832 +3%
WAOI
230
Wealth Advisors of Iowa
Iowa
$2.55M -$9.54K -91 -0.4%
SLA
231
Silver Lake Advisory
Utah
$2.54M +$92.4K +881 +4%
GT
232
Glenmede Trust
Pennsylvania
$2.52M -$36.7K -350 -1%
BIG
233
Brooklyn Investment Group
New York
$2.51M +$124K +1,180 +5%
LPP
234
Life Planning Partners
Florida
$2.5M – – –
CAM
235
Cresset Asset Management
Illinois
$2.49M -$937K -8,933 -27%
RIA
236
Regal Investment Advisors
Michigan
$2.48M – – –
MWS
237
MFA Wealth Services
California
$2.46M +$25.3K +241 +1%
Citigroup
238
Citigroup
New York
$2.44M +$325K +3,103 +15%
DWM
239
Diversify Wealth Management
Utah
$2.42M +$1.56M +14,920 +194%
HI
240
Harbour Investments
Wisconsin
$2.38M +$215K +2,055 +10%
MCA
241
Magnolia Capital Advisors
Mississippi
$2.36M -$11.3K -108 -0.5%
M
242
MATAURO
New York
$2.32M -$167K -1,596 -7%
CFA
243
Cahill Financial Advisors
Minnesota
$2.26M +$7.03K +67 +0.3%
XPN
244
XY Planning Network
Montana
$2.25M +$46.8K +446 +2%
CG
245
Caprock Group
Idaho
$2.23M – – –
NW
246
NewEdge Wealth
Pennsylvania
$2.19M +$105K +997 +5%
MA
247
Montag & Associates
Georgia
$2.18M -$583K -5,563 -21%
WWM
248
Western Wealth Management
Colorado
$2.15M +$41.6K +397 +2%
DP
249
Denver PWM
Colorado
$2.12M -$1.41M -13,451 -41%
LFS
250
Legacy Financial Strategies
Kansas
$2.12M – – –