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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Salus Financial Advisors
Colorado
$16.9M +$4.89M +52,057 +40%
IWMWV
77
Ironwood Wealth Management (West Virginia)
West Virginia
$16.8M -$581K -6,188 -3%
TPCW
78
TD Private Client Wealth
New York
$16M -$832K -8,861 -5%
SWA
79
Strategies Wealth Advisors
Michigan
$15.7M +$313K +3,339 +2%
RWPA
80
Richard W. Paul & Associates
Michigan
$14.9M -$23.3K -248 -0.2%
Kayne Anderson Rudnick Investment Management
81
Kayne Anderson Rudnick Investment Management
California
$14.8M +$260K +2,771 +2%
CF
82
Centaurus Financial
California
$14.8M +$491K +5,228 +3%
CGA
83
Crescent Grove Advisors
Illinois
$14.7M +$127K +1,352 +0.9%
FPGK
84
Financial Partners Group (Kansas)
Kansas
$14M +$1.05M +11,180 +8%
Creative Planning
85
Creative Planning
Kansas
$13.9M +$1.66M +17,670 +13%
HPA
86
High Probability Advisors
New York
$13.7M +$667K +7,102 +5%
Financial Engines Advisors
87
Financial Engines Advisors
California
$13.7M +$7.01M +74,659 +101%
GSIS
88
Global Strategic Investment Solutions
Arizona
$13.6M +$40.1K +427 +0.3%
LSIA
89
LaSalle St. Investment Advisors
Illinois
$13.4M +$751K +8,002 +6%
BWM
90
Birchcreek Wealth Management
Ohio
$13.3M +$1.44M +15,355 +12%
CFG
91
Cosner Financial Group
Colorado
$13.3M +$203K +2,165 +2%
Stifel Financial
92
Stifel Financial
Missouri
$13.2M -$2.39M -25,506 -15%
FAIM
93
Financial Advocates Investment Management
Washington
$13.2M +$852K +9,079 +7%
MWA
94
MFA Wealth Advisors
Pennsylvania
$13.2M +$390K +4,155 +3%
FFG
95
Fortress Financial Group
Minnesota
$13M +$642K +6,841 +5%
AAS
96
Ameritas Advisory Services
Nebraska
$12.7M -$3.74M -39,854 -22%
CPSC
97
Carl P. Sherr & Co
Massachusetts
$12.3M -$147K -1,569 -1%
PSCM
98
Per Stirling Capital Management
Texas
$12.2M +$355K +3,787 +3%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$12.2M -$144K -1,533 -1%
CIA
100
Concurrent Investment Advisors
Florida
$11.5M +$659K +7,027 +6%