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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$7M +$544K +9,565 +9%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.34M +$1.02M +18,008 +20%
OMIC
53
Old Mission Investment Co
Michigan
$6.01M +$5.91M +103,896 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$6M – – –
ASN
55
Advisory Services Network
Georgia
$5.81M – – –
TIM
56
Tortoise Investment Management
New York
$5.55M +$84.2K +1,479 +2%
CAN
57
Cetera Advisor Networks
California
$5.43M +$239K +4,205 +5%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$5.37M -$513K -9,013 -9%
GRP
59
Global Retirement Partners
California
$4.79M +$272K +4,787 +6%
1WA
60
180 Wealth Advisors
Washington
$4.11M +$486K +8,532 +14%
EWM
61
Endurance Wealth Management
Rhode Island
$4.07M – – –
FPIS
62
Financial Planning & Information Services
Wisconsin
$4M -$192K -3,374 -5%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$3.7M +$247K +4,344 +7%
AMG
64
Asset Management Group
Connecticut
$3.67M – – –
DCM
65
Disciplina Capital Management
Tennessee
$3.54M – – –
FAAS
66
First Allied Advisory Services
California
$3.31M -$271K -4,756 -8%
SPC
67
Sigma Planning Corp
Michigan
$3.23M +$919K +16,141 +41%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.22M -$14.9K -262 -0.5%
SF
69
Summit Financial
New Jersey
$3.13M +$622K +10,928 +25%
HCM
70
Howland Capital Management
Massachusetts
$3.12M – – –
LRIA
71
Leonard Rickey Investment Advisors
Washington
$3.02M +$11.7K +206 +0.4%
CAC
72
Certified Advisory Corp
Florida
$2.9M +$485K +8,527 +21%
CCM
73
Coldstream Capital Management
Washington
$2.42M -$67.7K -1,189 -3%
W
74
Wealthquest
Ohio
$2.37M -$87.6K -1,539 -4%
SWP
75
Stratos Wealth Partners
Ohio
$2.36M +$508K +8,933 +28%