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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Birchcreek Wealth Management
Ohio
$20.4M +$3.14M +30,931 +18%
IWMWV
77
Ironwood Wealth Management (West Virginia)
West Virginia
$20.4M -$486K -4,793 -2%
IAN
78
Integrated Advisors Network
Texas
$18.4M -$3.76M -37,045 -17%
RWPA
79
Richard W. Paul & Associates
Michigan
$17.9M +$1.02M +10,057 +6%
HPA
80
High Probability Advisors
New York
$17.6M +$503K +4,956 +3%
AI
81
Atria Investments
North Carolina
$17.4M -$1.08M -10,633 -6%
KAS
82
Kestra Advisory Services
Texas
$17.3M +$3.85M +37,933 +29%
CF
83
Centaurus Financial
California
$17.1M +$167K +1,646 +1%
FPGK
84
Financial Partners Group (Kansas)
Kansas
$16.9M +$101 +1 +0%
CGA
85
Crescent Grove Advisors
Illinois
$16.7M -$46.6K -460 -0.3%
Stifel Financial
86
Stifel Financial
Missouri
$16.7M +$1.02M +10,053 +7%
CIA
87
Concurrent Investment Advisors
Florida
$16M +$1.38M +13,574 +10%
PBF
88
Petix & Botte Financial
California
$15.6M -$2.23M -21,981 -13%
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$15.4M +$186K +1,832 +1%
MWA
90
MFA Wealth Advisors
Pennsylvania
$15.3M +$932K +9,191 +7%
SC
91
Savant Capital
Illinois
$15.2M -$152K -1,496 -1%
GSIS
92
Global Strategic Investment Solutions
Arizona
$14.9M +$55.8K +550 +0.4%
Truist Financial
93
Truist Financial
North Carolina
$14.5M -$41.2K -406 -0.3%
FFG
94
Fortress Financial Group
Minnesota
$14.5M +$409K +4,037 +3%
CPSC
95
Carl P. Sherr & Co
Massachusetts
$14.4M +$145K +1,430 +1%
CFG
96
Cosner Financial Group
Colorado
$14.3M +$87.7K +865 +0.6%
Creative Planning
97
Creative Planning
Kansas
$13.6M -$199K -1,966 -1%
UCFA
98
United Capital Financial Advisors
Texas
$13.4M +$1.68M +16,608 +15%
GAM
99
Gotham Asset Management
New York
$13.2M +$8.17M +80,558 +168%
DIA
100
Dean Investment Associates
Ohio
$12.9M +$10.7M +105,870 +533%