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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
76
Highland Capital Management (Tennessee)
Tennessee
$2M
GP
77
Greenline Partners
New York
$1.98M
SF
78
Summit Financial
New Jersey
$1.93M +$182K +3,414 +11%
BFC
79
Bedel Financial Consulting
Indiana
$1.92M +$181K +3,387 +11%
TA
80
Townsend & Associates
Colorado
$1.77M +$105K +1,967 +6%
WWM
81
Western Wealth Management
Colorado
$1.72M -$35.4K -663 -2%
GLA
82
Good Life Advisors
Pennsylvania
$1.69M +$1.65M +30,822 New
MCWS
83
McKinley Carter Wealth Services
West Virginia
$1.68M +$44.5K +832 +3%
ACA
84
Atlas Capital Advisors
Wyoming
$1.67M -$3.1K -58 -0.2%
GP
85
Geneva Partners
Wisconsin
$1.62M -$385K -7,200 -20%
CFGS
86
Concourse Financial Group Securities
Alabama
$1.57M +$87K +1,628 +6%
FCA
87
FinTrust Capital Advisors
South Carolina
$1.54M -$351K -6,568 -19%
RIA
88
Regal Investment Advisors
Michigan
$1.51M +$2.73K +51 +0.2%
SIAS
89
Shine Investment Advisory Services
Colorado
$1.5M -$683K -12,773 -32%
BSW
90
Buckingham Strategic Wealth
Missouri
$1.47M +$55.8K +1,045 +4%
DDPIC
91
Deroy & Devereaux Private Investment Counsel
Michigan
$1.47M +$184K +3,450 +15%
WHG
92
Westwood Holdings Group
Texas
$1.42M -$1.78M -33,230 -56%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.4M +$1.36M +25,486 New
PP
94
PrairieView Partners
Minnesota
$1.37M -$58.9K -1,103 -4%
PFA
95
Pure Financial Advisors
California
$1.35M +$145K +2,714 +12%
CA
96
Clearstead Advisors
Ohio
$1.32M
GBBWRPM
97
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.27M -$83.3K -1,558 -6%
SWP
98
Stratos Wealth Partners
Ohio
$1.25M +$278K +5,198 +30%
PTC
99
Private Trust Company
Ohio
$1.24M +$223K +4,178 +23%
TC
100
Telemus Capital
Michigan
$1.24M -$405K -7,582 -25%