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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$31.5M +$5.25M +55,947 +20%
PS
52
Principal Securities
Iowa
$31.2M
FHA
53
Flagship Harbor Advisors
Massachusetts
$30.8M +$1.93M +20,570 +7%
AAS
54
Avantax Advisory Services
Texas
$28.7M +$515K +5,484 +2%
WC
55
Weil Company
California
$28.3M +$8.15M +86,885 +40%
FWM
56
ForthRight Wealth Management
Georgia
$26.4M +$411K +4,382 +2%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$26.1M +$2.76M +29,384 +12%
MWP
58
Madison Wealth Partners
Wisconsin
$25.9M +$3.73M +39,758 +16%
MML Investors Services
59
MML Investors Services
Massachusetts
$25.6M +$234K +2,498 +0.9%
SCA
60
Southern Capital Advisors
Tennessee
$25.4M +$865K +9,212 +3%
DA
61
Drake & Associates
Wisconsin
$24.9M +$675K +7,191 +3%
HR
62
Howe & Rusling
New York
$24.7M +$2.85M +30,363 +13%
VA
63
Vident Advisory
Georgia
$24.2M +$183K +1,946 +0.7%
TF
64
Trek Financial
Arizona
$23.6M +$6.13M +65,337 +34%
DI
65
DDFG Inc
California
$23.6M +$1.36M +14,488 +6%
PIAS
66
PCA Investment Advisory Services
Ohio
$22M +$1.62M +17,268 +8%
GC
67
Garde Capital
Washington
$21.7M +$778K +8,288 +4%
SA
68
Sanctuary Advisors
Indiana
$20.2M -$207K -2,205 -1%
CFD
69
Creative Financial Designs
Indiana
$19.7M +$1.25M +13,358 +7%
SCM
70
Steele Capital Management
Iowa
$19.4M -$245K -2,607 -1%
SW
71
SkyOak Wealth
Michigan
$18.7M +$279K +2,973 +1%
PBF
72
Petix & Botte Financial
California
$18.3M -$2.3M -24,560 -11%
EH
73
Equitable Holdings
New York
$17.9M +$972K +10,359 +6%
AI
74
Atria Investments
North Carolina
$17M +$588K +6,262 +4%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$16.9M -$6.06M -64,616 -26%