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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
101
Leonard Rickey Investment Advisors
Washington
$3.65M -$15.2K -232 -0.4%
EWA
102
EP Wealth Advisors
California
$3.59M +$2.69M +40,971 +370%
ACA
103
Atlas Capital Advisors
Wyoming
$3.28M +$48.5K +739 +2%
SWM
104
Spire Wealth Management
Virginia
$3.21M +$3.07M +46,751 New
ECA
105
Elevated Capital Advisors
Utah
$3.21M +$3M +45,723 New
GWM
106
Geneos Wealth Management
Colorado
$3.2M -$18.6K -283 -0.6%
JWM
107
Jackson Wealth Management
Florida
$3.19M +$3.04M +46,345 New
CWA
108
Canvas Wealth Advisors
Kansas
$3.19M +$2.97M +45,324 New
BFWA
109
Benchmark Financial Wealth Advisors
Florida
$2.96M -$36.5K -557 -1%
TVAMP
110
Tennessee Valley Asset Management Partners
Tennessee
$2.94M -$811K -12,357 -22%
SWA
111
Stratos Wealth Advisors
Ohio
$2.87M +$1.63M +24,918 +149%
Citigroup
112
Citigroup
New York
$2.77M +$64.6K +985 +3%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$2.75M +$1.48M +22,616 +130%
VFIC
114
Valley Forge Investment Consultants
Pennsylvania
$2.7M +$81.7K +1,245 +3%
GPA
115
Guidance Point Advisors
Massachusetts
$2.7M +$912K +13,902 +55%
5L
116
55I LLC
Massachusetts
$2.68M -$121K -1,839 -5%
CA
117
Cetera Advisors
Colorado
$2.65M +$93K +1,417 +4%
Kayne Anderson Rudnick Investment Management
118
Kayne Anderson Rudnick Investment Management
California
$2.59M +$2.47M +37,617 New
BWA
119
Beam Wealth Advisors
Louisiana
$2.56M +$53.3K +812 +2%
ICG
120
InterOcean Capital Group
Tennessee
$2.56M +$2.44M +37,184 New
GRP
121
Global Retirement Partners
California
$2.54M -$76.6K -1,167 -3%
TI
122
tru Independence
Oregon
$2.53M +$2.41M +36,716 New
Prudential Financial
123
Prudential Financial
New Jersey
$2.52M +$2.02M +30,852 +537%
GP
124
Greenline Partners
New York
$2.48M
RHBC
125
R.H. Bluestein & Co
Michigan
$2.46M +$503K +7,662 +27%