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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SkyOak Wealth
Michigan
$20.5M -$57.2K -545 -0.3%
IWMWV
77
Ironwood Wealth Management (West Virginia)
West Virginia
$20.3M -$153K -1,459 -0.8%
RWPA
78
Richard W. Paul & Associates
Michigan
$18.6M +$761K +7,253 +4%
HPA
79
High Probability Advisors
New York
$18.2M +$701K +6,686 +4%
CGA
80
Crescent Grove Advisors
Illinois
$16.6M -$80.9K -771 -0.5%
FPGK
81
Financial Partners Group (Kansas)
Kansas
$16.5M +$108K +1,031 +0.6%
MWA
82
MFA Wealth Advisors
Pennsylvania
$16.3M +$1.09M +10,356 +7%
CIA
83
Concurrent Investment Advisors
Florida
$16.2M +$318K +3,029 +2%
EH
84
Equitable Holdings
New York
$16.1M +$10.5M +100,206 +43%
UCFA
85
United Capital Financial Advisors
Texas
$16M +$2.76M +26,290 +20%
TF
86
Trek Financial
Arizona
$15.9M -$7.92M -75,512 -33%
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$15.6M +$254K +2,426 +2%
Stifel Financial
88
Stifel Financial
Missouri
$15.5M -$1.18M -11,299 -7%
Allianz Asset Management
89
Allianz Asset Management
Germany
$15.3M +$15.7M +149,660 New
SC
90
Savant Capital
Illinois
$15.1M -$74.7K -712 -0.5%
GSIS
91
Global Strategic Investment Solutions
Arizona
$14.9M +$40.3K +384 +0.3%
PBF
92
Petix & Botte Financial
California
$14.7M -$8.51M -81,174 -53%
CFG
93
Cosner Financial Group
Colorado
$14.3M +$36.2K +345 +0.2%
FFG
94
Fortress Financial Group
Minnesota
$14.3M -$170K -1,624 -1%
CPSC
95
Carl P. Sherr & Co
Massachusetts
$13.9M -$59.1K -564 -0.4%
Creative Planning
96
Creative Planning
Kansas
$13.7M +$128K +1,218 +0.9%
NA
97
NewEdge Advisors
Louisiana
$13.3M +$725K +6,917 +6%
MSFS
98
Main Street Financial Solutions
Pennsylvania
$12.9M +$898K +8,563 +7%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$12.8M -$17.6M -168,135 -57%
KL
100
Keenan LLC
Massachusetts
$12.4M +$1.59M +15,173 +14%