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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KM
101
Kalos Management
Georgia
$776K -$111K -1,994 -13%
CIM
102
Confluence Investment Management
Missouri
$752K +$745K +13,331 New
PA
103
Prism Advisors
California
$747K
FHC
104
First Heartland Consultants
Missouri
$731K -$5.14K -92 -0.7%
NWP
105
Northstar Wealth Partners
Connecticut
$706K -$8.88K -159 -1%
BRWA
106
B. Riley Wealth Advisors
Florida
$701K -$24.1K -432 -3%
FWM
107
FFT Wealth Management
Pennsylvania
$689K +$2.18K +39 +0.3%
AIM
108
Advantage Investment Management
Iowa
$677K -$78.8K -1,410 -11%
B
109
Bellecapital
Switzerland
$677K
CA
110
Cetera Advisors
Colorado
$673K +$92.2K +1,649 +16%
CFGS
111
Concourse Financial Group Securities
Alabama
$656K +$647K +11,586 New
PSUF
112
People's United Financial
Connecticut
$633K +$57.4K +1,028 +10%
SWM
113
Sequoia Wealth Management
Illinois
$611K +$146K +2,606 +32%
UWPG
114
Ullmann Wealth Partners Group
Florida
$610K -$97K -1,735 -14%
WT
115
Whittier Trust
California
$604K
ATC
116
Argent Trust Co
Tennessee
$586K -$27.4K -490 -5%
HNB
117
Huntington National Bank
Ohio
$586K
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$559K +$143K +2,564 +35%
PFA
119
Pure Financial Advisors
California
$549K +$545K +9,744 New
FTS
120
Fifth Third Securities
Ohio
$544K +$540K +9,655 New
CFA
121
Carroll Financial Associates
North Carolina
$542K
WS
122
Wedbush Securities
California
$535K +$530K +9,486 New
CPO
123
Cerity Partners OCIO
New York
$528K +$2.57K +46 +0.5%
Creative Planning
124
Creative Planning
Kansas
$510K -$50.7K -908 -9%
HCA
125
Heck Capital Advisors
Wisconsin
$501K