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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
26
Miller Investment Management
Pennsylvania
$15.7M -$189K -3,534 -1%
SSB
27
Sandy Spring Bank
Maryland
$15.4M +$665K +12,438 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$15.4M +$28.7K +537 +0.2%
AF
29
Allworth Financial
California
$11.3M +$322K +6,019 +3%
FA
30
Fortis Advisors
Pennsylvania
$11.2M -$64.2K -1,202 -0.6%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$10.8M +$1.73M +32,419 +20%
EWA
32
ERTS Wealth Advisors
Michigan
$10.3M +$2.42M +45,345 +32%
RJA
33
Raymond James & Associates
Florida
$9.63M -$13.8M -258,219 -60%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$9.15M +$422K +7,906 +5%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$8.8M -$567K -10,602 -6%
US Bancorp
36
US Bancorp
Minnesota
$8.77M +$105K +1,970 +1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$8.24M +$1.69M +31,605 +27%
IWC
38
Integrated Wealth Concepts
Massachusetts
$8.22M +$368K +6,882 +5%
UCFA
39
United Capital Financial Advisors
Texas
$7.58M +$5.91M +110,642 +402%
TPWA
40
TRUE Private Wealth Advisors
Oregon
$7.57M +$162K +3,033 +2%
ECG
41
Edge Capital Group
Georgia
$7.55M -$194K -3,636 -3%
LFAS
42
Level Four Advisory Services
Texas
$7.54M +$2.2M +41,260 +43%
IWM
43
IHT Wealth Management
Illinois
$7.39M +$824K +15,418 +13%
GWM
44
Geneos Wealth Management
Colorado
$7.13M +$980K +18,332 +16%
AG
45
Advisor Group
Arizona
$6.08M -$323K -6,053 -5%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$6M -$3.25M -60,869 -42%
ST
47
Sentinel Trust
Texas
$5.76M +$5.61M +105,040 New
MML Investors Services
48
MML Investors Services
Massachusetts
$5.73M +$2.15M +40,318 +63%
BW
49
Biegel & Waller
Maryland
$5.13M +$53.8K +1,007 +1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$4.96M +$335K +6,276 +7%