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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
101
Bellecapital
Switzerland
$665K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$646K +$84.8K +1,578 +16%
FHC
103
First Heartland Consultants
Missouri
$645K +$37.1K +691 +6%
BRWA
104
B. Riley Wealth Advisors
Florida
$628K +$92.4K +1,720 +18%
Stifel Financial
105
Stifel Financial
Missouri
$601K +$327K +6,077 +127%
WT
106
Whittier Trust
California
$594K
IT
107
Independence Trust
Tennessee
$576K
OPWM
108
Oak Point Wealth Management
Michigan
$574K +$563K +10,482 New
SB
109
Suntrust Banks
Georgia
$546K +$530K +9,856 New
Renaissance Technologies
110
Renaissance Technologies
New York
$543K +$527K +9,800 New
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$527K +$194K +3,617 +61%
Creative Planning
112
Creative Planning
Kansas
$516K +$77.4K +1,440 +18%
CPO
113
Cerity Partners OCIO
New York
$514K +$4.3K +80 +0.9%
HCA
114
Heck Capital Advisors
Wisconsin
$497K +$159K +2,965 +49%
CAC
115
Certified Advisory Corp
Florida
$493K +$479K +8,907 New
FAAS
116
First Allied Advisory Services
California
$488K +$95.3K +1,774 +25%
WPC
117
White Pine Capital
Minnesota
$483K +$468K +8,710 New
PTC
118
Private Trust Company
Ohio
$482K +$65.3K +1,215 +16%
PSUF
119
People's United Financial
Connecticut
$403K +$391K +7,275 New
APG
120
Abacus Planning Group
South Carolina
$392K +$380K +7,069 New
SCM
121
SOL Capital Management
Maryland
$391K
NPF
122
Norris Perne & French
Michigan
$387K
LFS
123
Legacy Financial Strategies
Kansas
$385K +$374K +6,952 New
HA
124
Heartland Advisors
Wisconsin
$378K +$367K +6,820 New
SWP
125
Stratos Wealth Partners
Ohio
$365K +$87.6K +1,629 +33%