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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$26.6M +$436K +6,000 +2%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$26.6M +$3.52M +48,422 +16%
Osaic Holdings
28
Osaic Holdings
Arizona
$26M +$1.18M +16,298 +5%
UCFA
29
United Capital Financial Advisors
Texas
$25.8M -$1.05M -14,429 -4%
CG
30
Colony Group
Massachusetts
$23.9M -$2.66M -36,624 -10%
WWM
31
Windsor Wealth Management
Indiana
$23.5M +$2.38M +32,820 +11%
HFS
32
Hantz Financial Services
Michigan
$22M +$1.01M +13,895 +5%
RJA
33
Raymond James & Associates
Florida
$18.9M +$1.72M +23,696 +10%
AAS
34
Avantax Advisory Services
Texas
$18.3M +$1.03M +14,157 +6%
JP Morgan Chase
35
JP Morgan Chase
New York
$17.8M -$2.79M -38,371 -13%
PBF
36
Petix & Botte Financial
California
$17.7M +$10.1M +139,313 +126%
PSUF
37
People's United Financial
Connecticut
$17.3M +$99.9K +1,376 +0.6%
TAIM
38
TD Ameritrade Investment Management
Nebraska
$16.5M +$3.23M +44,466 +17%
EWA
39
ERTS Wealth Advisors
Michigan
$15.9M +$1.17M +16,146 +8%
MML Investors Services
40
MML Investors Services
Massachusetts
$15.5M -$1.6M -21,967 -9%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$15.2M -$131K -1,806 -0.8%
IWMWV
42
Ironwood Wealth Management (West Virginia)
West Virginia
$15.1M +$842K +11,597 +6%
Ameriprise
43
Ameriprise
Minnesota
$14.9M -$7.27M -100,175 -32%
FWM
44
ForthRight Wealth Management
Georgia
$14.2M +$641K +8,825 +5%
CWP
45
Corepath Wealth Partners
Arizona
$13.7M +$473K +6,519 +4%
CFD
46
Creative Financial Designs
Indiana
$12.8M +$1.63M +22,403 +14%
MWP
47
Madison Wealth Partners
Wisconsin
$11.7M +$1.26M +17,419 +12%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$10.7M +$850K +11,704 +8%
IAN
49
Integrated Advisors Network
Texas
$10.5M -$315K -4,337 -3%
KAS
50
Kestra Advisory Services
Texas
$10.5M -$3.95M -54,422 -27%