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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
Hantz Financial Services
Michigan
$39M -$409K -3,777 -1%
PIAS
52
PCA Investment Advisory Services
Ohio
$36.5M +$1.09M +10,058 +3%
MWP
53
Madison Wealth Partners
Wisconsin
$35.2M +$844K +7,804 +3%
TA
54
Townsend & Associates
Colorado
$35.2M -$327K -3,018 -0.9%
SCA
55
Southern Capital Advisors
Tennessee
$34.3M +$1.71M +15,818 +5%
DI
56
DDFG Inc
California
$33.1M +$329K +3,036 +1%
FWM
57
ForthRight Wealth Management
Georgia
$32.4M -$856K -7,915 -3%
MML Investors Services
58
MML Investors Services
Massachusetts
$31.7M +$4.08M +37,717 +15%
DWAM
59
Duncan Williams Asset Management
Tennessee
$31.1M +$1.28M +11,848 +4%
EH
60
Equitable Holdings
New York
$29.1M -$7.25M -66,975 -20%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$28.1M +$892K +8,245 +3%
VA
62
Vident Advisory
Georgia
$27.8M +$263K +2,429 +1%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$27.5M +$18.4M +170,212 +215%
MWM
64
Modern Wealth Management
Kansas
$27.3M +$22.5M +208,330 +527%
SFA
65
Salus Financial Advisors
Colorado
$26.8M +$1.95M +18,033 +8%
PAG
66
Private Advisor Group
New Jersey
$26.8M +$2.54M +23,463 +11%
KPWS
67
Kestra Private Wealth Services
Texas
$26.2M -$5.27M -48,667 -17%
SA
68
Sanctuary Advisors
Indiana
$26.1M +$1.1M +10,172 +4%
GC
69
Garde Capital
Washington
$25.6M -$544K -5,026 -2%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$24.4M +$501K +4,629 +2%
GWM
71
GDS Wealth Management
Texas
$23.4M -$1.64M -15,200 -7%
APW
72
Alliance Private Wealth
Massachusetts
$22.9M -$1.43M -13,176 -6%
SCM
73
Steele Capital Management
Iowa
$22.8M -$274K -2,528 -1%
WPW
74
Waldron Private Wealth
Pennsylvania
$22.8M -$3.01M -27,820 -12%
BWM
75
Birchcreek Wealth Management
Ohio
$22.5M +$305K +2,822 +1%