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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$6.57M +$2.46M +48,185 +62%
GSIS
52
Global Strategic Investment Solutions
Arizona
$6.54M +$176K +3,437 +3%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$6.19M -$2.5M -49,003 -29%
ASN
54
Advisory Services Network
Georgia
$6.12M +$2.66M +52,066 +80%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$6M
AWM
56
AE Wealth Management
Kansas
$5.99M +$1.4M +27,486 +32%
EH
57
Equitable Holdings
New York
$5.88M +$2.04M +39,901 +55%
HR
58
Howe & Rusling
New York
$5.55M +$40.7K +798 +0.8%
DCM
59
Disciplina Capital Management
Tennessee
$5.52M +$2.98M +58,285 +123%
TIM
60
Tortoise Investment Management
New York
$5.33M -$473K -9,258 -8%
CAN
61
Cetera Advisor Networks
California
$5.23M +$764K +14,957 +18%
SS
62
Simplicity Solutions
Minnesota
$5.22M +$966K +18,909 +23%
PBF
63
Petix & Botte Financial
California
$5.22M +$5.23M +102,515 +109%
IWM
64
IHT Wealth Management
Illinois
$4.95M -$368K -7,203 -7%
AAS
65
Avantax Advisory Services
Texas
$4.54M -$269K -5,277 -6%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$4.46M -$15.1M -296,018 -78%
ECG
67
Edge Capital Group
Georgia
$4.46M -$2.87M -56,265 -40%
EWM
68
Endurance Wealth Management
Rhode Island
$4.13M -$137K -2,685 -3%
1WA
69
180 Wealth Advisors
Washington
$4.07M -$238K -4,654 -6%
GRP
70
Global Retirement Partners
California
$3.96M -$403K -7,894 -9%
DP
71
Denver PWM
Colorado
$3.94M -$227K -4,454 -6%
HWM
72
HighMark Wealth Management
Minnesota
$3.89M +$27.6K +541 +0.7%
PP
73
PrairieView Partners
Minnesota
$3.76M +$298K +5,839 +9%
HA
74
HYA Advisors
Missouri
$3.68M +$416K +8,154 +13%
MCM
75
Mitchell Capital Management
Kansas
$3.68M -$535K -10,475 -13%