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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$35M -$1.13M -11,189 -3%
MWP
52
Madison Wealth Partners
Wisconsin
$32M +$1.34M +13,170 +4%
CRC
53
Curi RMB Capital
Illinois
$31.9M +$12.7M +125,706 +68%
PIAS
54
PCA Investment Advisory Services
Ohio
$31M +$2.37M +23,402 +8%
FWM
55
ForthRight Wealth Management
Georgia
$30.8M +$33.5K +330 +0.1%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$30.1M +$15.9M +156,640 +114%
SCA
57
Southern Capital Advisors
Tennessee
$30.1M +$675K +6,655 +2%
Financial Engines Advisors
58
Financial Engines Advisors
California
$29.6M +$4.45M +43,903 +18%
MML Investors Services
59
MML Investors Services
Massachusetts
$29.5M +$1.98M +19,512 +7%
DWAM
60
Duncan Williams Asset Management
Tennessee
$29.2M +$6.59M +65,030 +31%
DI
61
DDFG Inc
California
$28.7M +$932K +9,196 +3%
GWM
62
GDS Wealth Management
Texas
$24.8M -$5.49M -54,162 -18%
WPW
63
Waldron Private Wealth
Pennsylvania
$24.6M -$252K -2,481 -1%
VA
64
Vident Advisory
Georgia
$24.6M -$1.19M -11,770 -5%
GC
65
Garde Capital
Washington
$24.5M -$326K -3,218 -1%
EH
66
Equitable Holdings
New York
$23.7M +$2.07M +20,440 +10%
TF
67
Trek Financial
Arizona
$23.6M +$17.5M +172,869 +299%
APW
68
Alliance Private Wealth
Massachusetts
$23.2M +$22.2M +218,577 New
SA
69
Sanctuary Advisors
Indiana
$22.2M -$362K -3,570 -2%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$22.2M +$3.92M +38,676 +22%
SCM
71
Steele Capital Management
Iowa
$21.6M -$139K -1,367 -0.6%
SWA
72
Strategies Wealth Advisors
Michigan
$21.6M -$343K -3,378 -2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$21.5M -$9.3M -91,743 -30%
SFA
74
Salus Financial Advisors
Colorado
$21.2M +$399K +3,933 +2%
SW
75
SkyOak Wealth
Michigan
$20.6M -$255K -2,515 -1%