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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Peak Capital Management
Colorado
$5.23M +$276K +5,185 +5%
SBL
52
Sargent Bickham Lagudis
Colorado
$5.17M +$5.55M +104,350 +9,854%
CI
53
CX Institutional
Indiana
$4.95M +$1.83M +34,479 +52%
LFAS
54
Level Four Advisory Services
Texas
$4.72M +$915K +17,203 +22%
BW
55
Biegel & Waller
Maryland
$4.54M +$530K +9,967 +12%
DIA
56
Dean Investment Associates
Ohio
$4.51M +$4.88M +91,833 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$4.14M +$1.07M +20,120 +31%
Boston Partners
58
Boston Partners
Massachusetts
$3.99M +$4.32M +81,195 New
FPIS
59
Financial Planning & Information Services
Wisconsin
$3.8M -$181K -3,403 -4%
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.53M +$67.2K +1,264 +2%
AMG
61
Asset Management Group
Connecticut
$3.33M +$44.6K +838 +1%
CAN
62
Cetera Advisor Networks
California
$3.31M +$169K +3,170 +5%
TIM
63
Tortoise Investment Management
New York
$3.28M +$2.64M +49,738 +291%
JP Morgan Chase
64
JP Morgan Chase
New York
$3.26M -$57.2K -1,076 -2%
MML Investors Services
65
MML Investors Services
Massachusetts
$3.15M +$389K +7,317 +13%
FAAS
66
First Allied Advisory Services
California
$3.14M +$2.61M +49,108 +331%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$3.11M -$12.5K -236 -0.4%
BTS
68
BB&T Securities
Virginia
$2.91M +$2.22M +41,776 +238%
WHG
69
Westwood Holdings Group
Texas
$2.9M +$3.14M +59,126 New
EWM
70
Endurance Wealth Management
Rhode Island
$2.79M +$3.02M +56,875 New
HCM
71
Howland Capital Management
Massachusetts
$2.65M
LRIA
72
Leonard Rickey Investment Advisors
Washington
$2.35M +$2.55M +47,887 New
W
73
Wealthquest
Ohio
$2.24M +$2.43M +45,732 New
GRP
74
Global Retirement Partners
California
$2.11M +$143K +2,683 +7%
CM
75
Columbus Macro
Pennsylvania
$2.04M +$2.2M +41,471 New