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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
ForthRight Wealth Management
Georgia
$30M +$804K +8,258 +3%
MWP
52
Madison Wealth Partners
Wisconsin
$29.9M +$1.08M +11,134 +4%
GWM
53
GDS Wealth Management
Texas
$29.5M -$1.87M -19,212 -6%
SCA
54
Southern Capital Advisors
Tennessee
$28.7M +$543K +5,574 +2%
PIAS
55
PCA Investment Advisory Services
Ohio
$27.9M +$2.15M +22,099 +9%
DI
56
DDFG Inc
California
$27.1M +$1.21M +12,478 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$26.8M -$1.78M -18,304 -6%
VA
58
Vident Advisory
Georgia
$25.1M +$245K +2,516 +1%
Financial Engines Advisors
59
Financial Engines Advisors
California
$24.5M +$3.77M +38,718 +19%
WPW
60
Waldron Private Wealth
Pennsylvania
$24.2M -$2.09M -21,490 -8%
GC
61
Garde Capital
Washington
$24.2M -$206K -2,115 -0.9%
Two Sigma Investments
62
Two Sigma Investments
New York
$23.6M +$23M +235,800 New
VWM
63
Venturi Wealth Management
Texas
$23.4M -$17.6M -181,098 -44%
SA
64
Sanctuary Advisors
Indiana
$22M +$1.6M +16,474 +8%
IAN
65
Integrated Advisors Network
Texas
$21.6M +$1.98M +20,387 +10%
SWA
66
Strategies Wealth Advisors
Michigan
$21.4M -$1.43M -14,668 -6%
SCM
67
Steele Capital Management
Iowa
$21.2M -$272K -2,795 -1%
EH
68
Equitable Holdings
New York
$21M +$1.38M +14,162 +7%
DWAM
69
Duncan Williams Asset Management
Tennessee
$20.8M +$20.2M +207,794 New
SW
70
SkyOak Wealth
Michigan
$20.3M -$314K -3,222 -2%
SFA
71
Salus Financial Advisors
Colorado
$20.3M +$574K +5,892 +3%
IWMWV
72
Ironwood Wealth Management (West Virginia)
West Virginia
$19.5M +$178K +1,831 +0.9%
CRC
73
Curi RMB Capital
Illinois
$18.5M +$9.46M +97,204 +111%
AI
74
Atria Investments
North Carolina
$18M +$195K +2,000 +1%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$17.8M +$690K +7,084 +4%