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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
26
Venturi Wealth Management
Texas
$42.2M -$8.01M -107,188 -17%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$41.7M -$8.13M -108,887 -17%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$41.1M -$631K -8,450 -2%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$40.2M -$825K -11,041 -2%
MSWM
30
McGlone Suttner Wealth Management
Wisconsin
$39.8M +$2.97M +39,753 +8%
TLA
31
Tanglewood Legacy Advisors
Texas
$38.9M +$208K +2,782 +0.6%
GWM
32
GDS Wealth Management
Texas
$38.8M +$915K +12,248 +3%
Osaic Holdings
33
Osaic Holdings
Arizona
$37.4M -$938K -12,563 -3%
Ameriprise
34
Ameriprise
Minnesota
$36.4M -$7.26M -97,241 -17%
JP Morgan Chase
35
JP Morgan Chase
New York
$36.4M +$10.1M +134,772 +41%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$36.2M -$131K -1,752 -0.4%
AF
37
Allworth Financial
California
$35.9M +$6.49M +86,844 +23%
IAN
38
Integrated Advisors Network
Texas
$35.3M +$31.6M +422,823 +1,494%
SSB
39
Sandy Spring Bank
Maryland
$33.7M -$913K -12,225 -3%
GFA
40
Gallagher Fiduciary Advisors
Illinois
$32M -$231K -3,088 -0.7%
CG
41
Colony Group
Massachusetts
$29.4M -$1.01M -13,538 -3%
HFS
42
Hantz Financial Services
Michigan
$27.2M +$846K +11,322 +3%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$25.3M -$595K -7,962 -2%
FWM
44
ForthRight Wealth Management
Georgia
$24.8M -$284K -3,799 -1%
AWS
45
Atria Wealth Solutions
New York
$24.7M -$601K -8,043 -2%
NFG
46
Nadler Financial Group
Illinois
$24.4M +$12.2M +163,279 +110%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$24.4M -$2.13M -28,472 -8%
PBF
48
Petix & Botte Financial
California
$23.8M +$11.8M +157,740 +107%
AAS
49
Avantax Advisory Services
Texas
$23.7M +$240K +3,212 +1%
BPA
50
Beacon Pointe Advisors
California
$23.5M +$21.8M +291,840 +3,607%