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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Principal Securities
Iowa
$28.7M +$2.92M +33,097 +11%
KAS
52
Kestra Advisory Services
Texas
$28.4M +$9.48M +107,605 +49%
AWS
53
Atria Wealth Solutions
New York
$27.8M +$515K +5,841 +2%
FWM
54
ForthRight Wealth Management
Georgia
$27.3M -$1.31M -14,912 -5%
PBF
55
Petix & Botte Financial
California
$26.5M +$12.9M +146,464 +95%
AAS
56
Avantax Advisory Services
Texas
$26M +$2.24M +25,423 +9%
PAG
57
Private Advisor Group
New Jersey
$24.8M +$7.22M +81,868 +41%
SCA
58
Southern Capital Advisors
Tennessee
$22.1M +$6.52K +74 +0%
VA
59
Vident Advisory
Georgia
$21.9M +$2.18M +24,692 +11%
DA
60
Drake & Associates
Wisconsin
$21.3M +$184K +2,093 +0.9%
BTWM
61
Brass Tax Wealth Management
Ohio
$21.3M +$21.3M +241,447 New
SA
62
Sanctuary Advisors
Indiana
$20.7M +$20.9M +237,094 New
MML Investors Services
63
MML Investors Services
Massachusetts
$20.5M +$2.04M +23,162 +11%
GC
64
Garde Capital
Washington
$20M -$229K -2,600 -1%
MWP
65
Madison Wealth Partners
Wisconsin
$19.7M +$667K +7,568 +3%
DI
66
DDFG Inc
California
$19.5M +$503K +5,703 +3%
FHA
67
Flagship Harbor Advisors
Massachusetts
$19.3M +$6.52M +74,000 +51%
SCM
68
Steele Capital Management
Iowa
$18.7M -$523K -5,938 -3%
TF
69
Trek Financial
Arizona
$18.5M -$3.2M -36,335 -15%
IWMWV
70
Ironwood Wealth Management (West Virginia)
West Virginia
$18.4M +$65.2K +740 +0.4%
TPCW
71
TD Private Client Wealth
New York
$18M +$711K +8,063 +4%
HR
72
Howe & Rusling
New York
$17.7M -$590K -6,699 -3%
SW
73
SkyOak Wealth
Michigan
$16.7M +$803K +9,109 +5%
Bank Julius Baer & Co
74
Bank Julius Baer & Co
Switzerland
$16.6M -$2.54M -28,859 -15%
Charles Schwab
75
Charles Schwab
California
$16.3M -$1.53M -17,407 -9%