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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$683K +$173K +3,213 +34%
NWP
102
Northstar Wealth Partners
Connecticut
$681K
UWPG
103
Ullmann Wealth Partners Group
Florida
$674K -$63K -1,168 -9%
FWM
104
FFT Wealth Management
Pennsylvania
$654K +$259K +4,802 +65%
B
105
Bellecapital
Switzerland
$644K
WPC
106
White Pine Capital
Minnesota
$644K +$99.7K +1,850 +18%
ATC
107
Argent Trust Co
Tennessee
$583K -$808 -15 -0.1%
WT
108
Whittier Trust
California
$575K
HNB
109
Huntington National Bank
Ohio
$558K
CA
110
Cetera Advisors
Colorado
$552K -$14.1K -261 -2%
PSUF
111
People's United Financial
Connecticut
$548K +$122K +2,255 +28%
Creative Planning
112
Creative Planning
Kansas
$534K
CFA
113
Carroll Financial Associates
North Carolina
$516K +$99.2K +1,840 +24%
BTS
114
BB&T Securities
Virginia
$513K -$163K -3,028 -24%
CPO
115
Cerity Partners OCIO
New York
$500K
Renaissance Technologies
116
Renaissance Technologies
New York
$499K -$135K -2,500 -21%
CAC
117
Certified Advisory Corp
Florida
$478K
HCA
118
Heck Capital Advisors
Wisconsin
$477K +$18.2K +338 +4%
SWM
119
Sequoia Wealth Management
Illinois
$455K +$140K +2,590 +46%
PTC
120
Private Trust Company
Ohio
$452K -$14.1K -261 -3%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$415K +$10.5K +195 +3%
Stifel Financial
122
Stifel Financial
Missouri
$412K -$1.19K -22 -0.3%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$407K +$400K +7,420 New
SB
124
Suntrust Banks
Georgia
$404K -$44.1K -819 -10%
ASN
125
Advisory Services Network
Georgia
$401K +$135K +2,512 +53%