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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Mitchell Capital Management
Kansas
$7.55M -$195K -3,235 -3%
ASN
52
Advisory Services Network
Georgia
$7.51M +$1.01M +16,682 +16%
TIM
53
Tortoise Investment Management
New York
$6.7M +$616K +10,221 +11%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$6M
CAN
55
Cetera Advisor Networks
California
$5.79M -$117K -1,945 -2%
PBF
56
Petix & Botte Financial
California
$5.49M +$5.25M +87,037 New
GRP
57
Global Retirement Partners
California
$5.35M +$120K +1,989 +2%
IAA
58
Independent Advisor Alliance
North Carolina
$5.22M +$4.99M +82,788 New
EWM
59
Endurance Wealth Management
Rhode Island
$5.05M +$588K +9,750 +14%
1WA
60
180 Wealth Advisors
Washington
$4.63M +$118K +1,959 +3%
HWM
61
HighMark Wealth Management
Minnesota
$4.59M +$4.39M +72,813 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$4.51M +$458K +7,599 +12%
FPIS
63
Financial Planning & Information Services
Wisconsin
$4.3M -$58.1K -963 -1%
AMG
64
Asset Management Group
Connecticut
$3.97M -$23.1K -383 -0.6%
HA
65
HYA Advisors
Missouri
$3.95M +$3.78M +62,673 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$3.75M +$2.42M +40,093 +206%
TPCW
67
TD Private Client Wealth
New York
$3.75M +$3.59M +59,545 New
Stifel Financial
68
Stifel Financial
Missouri
$3.64M +$1.04M +17,289 +43%
AWM
69
AE Wealth Management
Kansas
$3.62M +$1.46M +24,176 +73%
FAAS
70
First Allied Advisory Services
California
$3.46M -$135K -2,240 -4%
LRIA
71
Leonard Rickey Investment Advisors
Washington
$3.42M +$123K +2,032 +4%
HCM
72
Howland Capital Management
Massachusetts
$3.41M
CAC
73
Certified Advisory Corp
Florida
$3.4M +$233K +3,864 +8%
EH
74
Equitable Holdings
New York
$3.21M +$3.07M +50,888 New
DCM
75
Disciplina Capital Management
Tennessee
$2.98M -$833K -13,810 -23%