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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$24.2M +$1.53M +26,125 +7%
CG
27
Colony Group
Massachusetts
$21.9M +$2.31M +39,418 +13%
AF
28
Allworth Financial
California
$21.9M -$97K -1,656 -0.5%
CIM
29
Confluence Investment Management
Missouri
$20.7M +$18.6M +318,045 +2,046%
Osaic Holdings
30
Osaic Holdings
Arizona
$18.1M +$5.34M +91,079 +45%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$17.9M -$947K -16,171 -5%
HFS
32
Hantz Financial Services
Michigan
$17.9M +$146K +2,498 +0.9%
PSUF
33
People's United Financial
Connecticut
$15.5M -$3.37M -57,527 -19%
JP Morgan Chase
34
JP Morgan Chase
New York
$15.2M +$1.49M +25,364 +12%
WWM
35
Windsor Wealth Management
Indiana
$15.1M +$259K +4,426 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$14M +$1.92M +32,689 +17%
RJA
37
Raymond James & Associates
Florida
$13.7M +$95.3K +1,626 +0.7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$13.2M +$662K +11,296 +6%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$13M +$1.56M +26,645 +15%
FWM
40
ForthRight Wealth Management
Georgia
$12.1M +$11.4M +193,762 New
KAS
41
Kestra Advisory Services
Texas
$11.9M -$314K -5,360 -3%
WAOI
42
Wealth Advisors of Iowa
Iowa
$11.9M -$3.64M -62,147 -25%
SW
43
SkyOak Wealth
Michigan
$10M +$217K +3,711 +2%
BL
44
Balentine LLC
Georgia
$9.35M -$143M -2,441,434 -94%
CWP
45
Corepath Wealth Partners
Arizona
$9.15M +$8.56M +146,052 New
GSIS
46
Global Strategic Investment Solutions
Arizona
$8.67M +$4.75K +81 +0.1%
PAG
47
Private Advisor Group
New Jersey
$8.4M -$1.95M -33,315 -20%
LFS
48
Lutz Financial Services
Nebraska
$8.34M +$61.9K +1,057 +0.8%
CI Investments Inc
49
CI Investments Inc
Ontario, Canada
$8.23M +$7.75M +132,278 New
USAA
50
United Services Automobile Association
Texas
$8.16M +$7.78M +132,730 New