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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$30.2M -$4.5M -68,558 -14%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$28.8M -$211K -3,215 -0.8%
UCFA
28
United Capital Financial Advisors
Texas
$27.5M -$175K -2,664 -0.7%
Ameriprise
29
Ameriprise
Minnesota
$27.5M -$4.8M -73,197 -15%
CG
30
Colony Group
Massachusetts
$25.3M +$979K +14,924 +4%
AF
31
Allworth Financial
California
$25.3M +$1.05M +16,018 +5%
JP Morgan Chase
32
JP Morgan Chase
New York
$22M +$4.85M +73,942 +30%
Osaic Holdings
33
Osaic Holdings
Arizona
$21.5M +$1.37M +20,840 +7%
HFS
34
Hantz Financial Services
Michigan
$20.2M +$317K +4,830 +2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$18.7M +$3.14M +47,791 +22%
WWM
36
Windsor Wealth Management
Indiana
$18M +$1.17M +17,840 +7%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$17.9M
PSUF
38
People's United Financial
Connecticut
$16.8M -$386K -5,889 -2%
RJA
39
Raymond James & Associates
Florida
$16.3M +$1.05M +16,006 +7%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$15.4M +$14.6M +222,832 New
AAS
41
Avantax Advisory Services
Texas
$14.7M +$7.35M +112,081 +112%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$14.6M +$178K +2,713 +1%
IWMWV
43
Ironwood Wealth Management (West Virginia)
West Virginia
$13.7M +$13.1M +199,126 New
WAOI
44
Wealth Advisors of Iowa
Iowa
$13.5M +$310K +4,724 +2%
FWM
45
ForthRight Wealth Management
Georgia
$13M -$336K -5,125 -3%
KAS
46
Kestra Advisory Services
Texas
$13M -$358K -5,449 -3%
IAN
47
Integrated Advisors Network
Texas
$12.9M +$8.7M +132,650 +242%
CWP
48
Corepath Wealth Partners
Arizona
$11.8M +$1.46M +22,269 +15%
KOMWMG
49
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$10.8M +$4.27M +65,121 +71%
EWA
50
ERTS Wealth Advisors
Michigan
$10.1M +$1.61M +24,511 +20%