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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Atria Investments
North Carolina
$16.8M -$563K -6,242 -3%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$16.2M +$3.52M +38,964 +30%
RWPA
78
Richard W. Paul & Associates
Michigan
$15.3M +$69K +765 +0.5%
CF
79
Centaurus Financial
California
$15.2M +$24.1K +267 +0.2%
HPA
80
High Probability Advisors
New York
$15.2M +$1.09M +12,126 +8%
FPGK
81
Financial Partners Group (Kansas)
Kansas
$15.2M +$771K +8,547 +6%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$15.2M -$51.4K -570 -0.4%
CGA
83
Crescent Grove Advisors
Illinois
$15.2M +$30.2K +335 +0.2%
TPCW
84
TD Private Client Wealth
New York
$15.1M -$1.24M -13,737 -8%
BWM
85
Birchcreek Wealth Management
Ohio
$14.5M +$822K +9,110 +6%
LSIA
86
LaSalle St. Investment Advisors
Illinois
$14.4M +$699K +7,749 +5%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$14.4M -$2.87M -31,783 -17%
FAIM
88
Financial Advocates Investment Management
Washington
$14M +$444K +4,915 +3%
Legacy Financial Group (Iowa)
89
Legacy Financial Group (Iowa)
Iowa
$13.7M +$2.24M +24,833 +21%
GSIS
90
Global Strategic Investment Solutions
Arizona
$13.7M -$308K -3,418 -2%
CFG
91
Cosner Financial Group
Colorado
$13.3M -$311K -3,450 -2%
Creative Planning
92
Creative Planning
Kansas
$13.1M -$1.08M -11,947 -8%
MWA
93
MFA Wealth Advisors
Pennsylvania
$13.1M -$389K -4,314 -3%
CPSC
94
Carl P. Sherr & Co
Massachusetts
$12.6M +$51.4K +569 +0.4%
PSCM
95
Per Stirling Capital Management
Texas
$12.6M +$118K +1,310 +1%
FFG
96
Fortress Financial Group
Minnesota
$12.5M -$766K -8,485 -6%
Stifel Financial
97
Stifel Financial
Missouri
$12.4M -$1.09M -12,047 -8%
CIA
98
Concurrent Investment Advisors
Florida
$12.1M +$312K +3,457 +3%
SPC
99
Sigma Planning Corp
Michigan
$11.9M +$202K +2,238 +2%
IFA
100
Independence Financial Advisors
New Hampshire
$11.9M -$22.4M -248,490 -66%