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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Drake & Associates
Wisconsin
$14M +$15.1M +209,578 New
CWP
52
Corepath Wealth Partners
Arizona
$13.9M -$179K -2,497 -1%
AWA
53
Amplius Wealth Advisors
Pennsylvania
$13.5M -$1.79M -24,940 -11%
MWP
54
Madison Wealth Partners
Wisconsin
$13M +$635K +8,847 +5%
LFS
55
Lutz Financial Services
Nebraska
$12.8M +$3.32M +46,182 +32%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$2.13M +29,710 +18%
PAG
57
Private Advisor Group
New Jersey
$11.6M +$2.1M +29,258 +20%
CAN
58
Cetera Advisor Networks
California
$11.3M +$539K +7,511 +5%
GSIS
59
Global Strategic Investment Solutions
Arizona
$10.7M +$1.43M +19,860 +14%
HPA
60
High Probability Advisors
New York
$10.6M +$563K +7,840 +5%
TIM
61
Tortoise Investment Management
New York
$9.84M +$860K +11,976 +9%
VC
62
Veracity Capital
Georgia
$9.78M -$342K -4,762 -3%
SW
63
SkyOak Wealth
Michigan
$9.76M +$454K +6,318 +5%
WWM
64
WJ Wealth Management
Arizona
$9.75M -$2.29M -31,816 -18%
HR
65
Howe & Rusling
New York
$9.49M +$405K +5,640 +4%
PBF
66
Petix & Botte Financial
California
$9.48M -$10.6M -147,299 -51%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$9.14M +$254K +3,541 +3%
Truist Financial
68
Truist Financial
North Carolina
$9.1M +$53.1K +739 +0.5%
SPC
69
Sigma Planning Corp
Michigan
$8.81M +$430K +5,982 +5%
SWA
70
Strategies Wealth Advisors
Michigan
$8.68M +$470K +6,543 +5%
SF
71
Symphony Financial
Texas
$8.63M -$1.65M -22,983 -15%
EH
72
Equitable Holdings
New York
$8.62M +$1.08M +15,100 +13%
AWM
73
AE Wealth Management
Kansas
$8.59M +$94.9K +1,321 +1%
IWC
74
Integrated Wealth Concepts
Massachusetts
$8.37M +$23.3K +325 +0.3%
PGWM
75
Parisi Gray Wealth Management
New Jersey
$8.34M -$11.8K -164 -0.1%