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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBF
76
Petix & Botte Financial
California
$17.4M -$1.43M -14,656 -8%
BWM
77
Birchcreek Wealth Management
Ohio
$16.8M +$1.45M +14,899 +10%
HPA
78
High Probability Advisors
New York
$16.7M +$585K +6,012 +4%
RWPA
79
Richard W. Paul & Associates
Michigan
$16.5M +$277K +2,842 +2%
CF
80
Centaurus Financial
California
$16.5M +$381K +3,919 +2%
CGA
81
Crescent Grove Advisors
Illinois
$16.4M +$346K +3,552 +2%
FPGK
82
Financial Partners Group (Kansas)
Kansas
$16M +$18.9K +194 +0.1%
Stifel Financial
83
Stifel Financial
Missouri
$15.2M +$2.08M +21,343 +16%
SC
84
Savant Capital
Illinois
$14.9M +$5.58M +57,313 +62%
Kayne Anderson Rudnick Investment Management
85
Kayne Anderson Rudnick Investment Management
California
$14.9M -$1.1M -11,347 -7%
GSIS
86
Global Strategic Investment Solutions
Arizona
$14.5M +$47.2K +485 +0.3%
Truist Financial
87
Truist Financial
North Carolina
$14.2M +$1.83M +18,835 +15%
CIA
88
Concurrent Investment Advisors
Florida
$14.2M +$1.39M +14,229 +11%
MWA
89
MFA Wealth Advisors
Pennsylvania
$14M +$166K +1,705 +1%
CFG
90
Cosner Financial Group
Colorado
$13.9M -$214K -2,199 -2%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$13.7M -$1.45M -14,869 -10%
FFG
92
Fortress Financial Group
Minnesota
$13.7M +$429K +4,402 +3%
CPSC
93
Carl P. Sherr & Co
Massachusetts
$13.5M +$200K +2,052 +2%
Creative Planning
94
Creative Planning
Kansas
$13.5M -$362K -3,715 -3%
KAS
95
Kestra Advisory Services
Texas
$13.1M +$1.4M +14,366 +12%
SPC
96
Sigma Planning Corp
Michigan
$12.8M +$195K +1,999 +2%
AAS
97
Ameritas Advisory Services
Nebraska
$12.7M +$4.78M +49,099 +63%
NA
98
NewEdge Advisors
Louisiana
$12.2M +$256K +2,631 +2%
IFA
99
Independence Financial Advisors
New Hampshire
$12M -$606K -6,226 -5%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$11.8M +$663K +6,809 +6%