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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$39.8M +$2.02M +25,787 +5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$39.2M -$582K -7,415 -1%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$38.7M +$398K +5,075 +1%
Ameriprise
29
Ameriprise
Minnesota
$38.6M +$4.22M +53,755 +12%
GWM
30
GDS Wealth Management
Texas
$38M +$1.05M +13,440 +3%
TLA
31
Tanglewood Legacy Advisors
Texas
$37.1M -$71.3K -908 -0.2%
JP Morgan Chase
32
JP Morgan Chase
New York
$35.6M +$959K +12,219 +3%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$34.4M -$143K -1,826 -0.4%
AF
34
Allworth Financial
California
$34.1M -$132K -1,678 -0.4%
TA
35
Townsend & Associates
Colorado
$32.7M +$14.5M +184,115 +67%
SSB
36
Sandy Spring Bank
Maryland
$30.9M -$1.29M -16,373 -4%
GFA
37
Gallagher Fiduciary Advisors
Illinois
$30.6M +$110K +1,401 +0.3%
CG
38
Colony Group
Massachusetts
$29.3M +$1.37M +17,449 +5%
HFS
39
Hantz Financial Services
Michigan
$27.2M +$1.29M +16,378 +5%
NFG
40
Nadler Financial Group
Illinois
$25.1M +$1.91M +24,335 +8%
VC
41
Veracity Capital
Georgia
$24.3M +$2.34M +29,768 +10%
TF
42
Trek Financial
Arizona
$24.3M +$9.47M +120,690 +59%
FWM
43
ForthRight Wealth Management
Georgia
$23.5M -$167K -2,124 -0.7%
BPA
44
Beacon Pointe Advisors
California
$23.3M +$1.02M +12,953 +4%
AWS
45
Atria Wealth Solutions
New York
$23.3M -$312K -3,975 -1%
PBF
46
Petix & Botte Financial
California
$23.1M +$422K +5,371 +2%
SF
47
Symphony Financial
Texas
$21.6M +$8.14M +103,748 +56%
RJA
48
Raymond James & Associates
Florida
$21.5M +$2.59M +32,945 +13%
AAS
49
Avantax Advisory Services
Texas
$21.4M -$1.28M -16,249 -5%
SCA
50
Southern Capital Advisors
Tennessee
$20.5M +$618K +7,880 +3%