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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$3.94M +$693K +12,673 +21%
DP
77
Denver PWM
Colorado
$3.93M -$162K -2,956 -4%
PP
78
PrairieView Partners
Minnesota
$3.89M -$16.2K -296 -0.4%
FPIS
79
Financial Planning & Information Services
Wisconsin
$3.72M -$12.8K -234 -0.3%
AMG
80
Asset Management Group
Connecticut
$3.49M +$23.6K +432 +0.7%
MCM
81
Mitchell Capital Management
Kansas
$3.38M -$448K -8,204 -12%
GRP
82
Global Retirement Partners
California
$3.28M -$838K -15,339 -20%
EPM
83
Elm Partners Management
Pennsylvania
$3.22M -$368K -6,726 -10%
LRIA
84
Leonard Rickey Investment Advisors
Washington
$3M -$28.4K -519 -0.9%
Creative Planning
85
Creative Planning
Kansas
$2.94M +$1.67M +30,577 +129%
HCM
86
Howland Capital Management
Massachusetts
$2.93M
NFG
87
NewFocus Financial Group
Washington
$2.77M -$974K -17,817 -26%
Truist Financial
88
Truist Financial
North Carolina
$2.77M +$1.48M +27,072 +113%
FAAS
89
First Allied Advisory Services
California
$2.76M -$199K -3,636 -7%
TPCW
90
TD Private Client Wealth
New York
$2.6M -$299K -5,476 -10%
CPSC
91
Carl P. Sherr & Co
Massachusetts
$2.54M +$348K +6,369 +16%
FFG
92
Ford Financial Group
California
$2.42M +$112K +2,054 +5%
KM
93
Kalos Management
Georgia
$2.31M -$52.3K -957 -2%
BWA
94
Beam Wealth Advisors
Louisiana
$2.27M +$65.4K +1,197 +3%
SPC
95
Sigma Planning Corp
Michigan
$2.25M +$456K +8,341 +25%
BFWA
96
Benchmark Financial Wealth Advisors
Florida
$2.08M -$46.6K -853 -2%
5L
97
55I LLC
Massachusetts
$2.08M -$270K -4,944 -11%
WWM
98
Western Wealth Management
Colorado
$1.94M -$56.4K -1,031 -3%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$1.87M +$282K +5,164 +18%
KOMWMG
100
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.85M +$1.86M +34,091 New