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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
$35.2M +$1.23M +16,634 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$34.2M +$161K +2,164 +0.5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$32M +$5.32M +71,793 +20%
Osaic Holdings
29
Osaic Holdings
Arizona
$31M +$2.86M +38,588 +11%
AF
30
Allworth Financial
California
$29M +$362K +4,876 +1%
WWM
31
Windsor Wealth Management
Indiana
$27.4M +$1.98M +26,665 +8%
UCFA
32
United Capital Financial Advisors
Texas
$27.4M -$445K -5,998 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$25.6M -$37.4M -503,694 -60%
CG
34
Colony Group
Massachusetts
$24.6M -$1.07M -14,401 -4%
HFS
35
Hantz Financial Services
Michigan
$24.1M +$367K +4,954 +2%
Ameriprise
36
Ameriprise
Minnesota
$21M +$4.85M +65,372 +31%
JP Morgan Chase
37
JP Morgan Chase
New York
$20.8M +$1.62M +21,791 +9%
AAS
38
Avantax Advisory Services
Texas
$20.3M +$590K +7,954 +3%
VFPW
39
Vantage Financial Partners (Wisconsin)
Wisconsin
$19.5M +$18.9M +255,472 New
TAIM
40
TD Ameritrade Investment Management
Nebraska
$19.1M -$4.01M -54,097 -18%
AWA
41
Amplius Wealth Advisors
Pennsylvania
$18.9M +$18.3M +247,033 New
EWA
42
ERTS Wealth Advisors
Michigan
$18.6M +$1.35M +18,199 +8%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$16.7M +$355K +4,785 +2%
IWMWV
44
Ironwood Wealth Management (West Virginia)
West Virginia
$16.3M +$121K +1,633 +0.8%
PSUF
45
People's United Financial
Connecticut
$16.3M -$2.26M -30,434 -12%
SCA
46
Southern Capital Advisors
Tennessee
$16.2M +$15.7M +212,184 New
FWM
47
ForthRight Wealth Management
Georgia
$16M +$642K +8,660 +4%
CFD
48
Creative Financial Designs
Indiana
$15.7M +$1.89M +25,518 +14%
IAN
49
Integrated Advisors Network
Texas
$15.7M +$4.27M +57,628 +39%
CWP
50
Corepath Wealth Partners
Arizona
$15.2M +$516K +6,954 +4%