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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Birchcreek Wealth Management
Ohio
$4.42M +$79.8K +1,110 +2%
TPA
102
Trivium Point Advisory
Connecticut
$4.25M +$1.72M +23,863 +68%
FAIM
103
Financial Advocates Investment Management
Washington
$4.17M +$1.23M +17,111 +49%
DP
104
Denver PWM
Colorado
$4.14M -$1.09M -15,099 -21%
TPCW
105
TD Private Client Wealth
New York
$3.99M -$342K -4,760 -8%
SWM
106
Spire Wealth Management
Virginia
$3.94M +$575K +7,999 +17%
EPM
107
Elm Partners Management
Pennsylvania
$3.91M -$70.1K -975 -2%
GCA
108
Genesee Capital Advisors
New York
$3.91M +$3.91M +54,342 New
IA
109
IAM Advisory
Pennsylvania
$3.91M +$3.91M +54,342 New
HCM
110
Howland Capital Management
Massachusetts
$3.89M
Prudential Financial
111
Prudential Financial
New Jersey
$3.79M +$1.15M +16,022 +44%
EWA
112
EP Wealth Advisors
California
$3.75M +$5.68K +79 +0.2%
LRIA
113
Leonard Rickey Investment Advisors
Washington
$3.71M -$92K -1,279 -2%
Citigroup
114
Citigroup
New York
$3.68M +$795K +11,052 +28%
JWM
115
Jackson Wealth Management
Florida
$3.56M +$221K +3,069 +7%
ACA
116
Atlas Capital Advisors
Wyoming
$3.52M +$95.8K +1,332 +3%
AFP
117
Ausdal Financial Partners
Iowa
$3.33M +$3.33M +46,283 New
ICG
118
InterOcean Capital Group
Tennessee
$3.32M +$640K +8,900 +24%
CWA
119
Canvas Wealth Advisors
Kansas
$3.29M +$23.9K +332 +0.7%
RHBC
120
R.H. Bluestein & Co
Michigan
$3.28M +$715K +9,941 +28%
GWM
121
Geneos Wealth Management
Colorado
$3.27M +$22.8K +317 +0.7%
BWA
122
Beam Wealth Advisors
Louisiana
$3.14M +$464K +6,452 +17%
BFWA
123
Benchmark Financial Wealth Advisors
Florida
$3.13M +$46.5K +646 +2%
SWA
124
Stratos Wealth Advisors
Ohio
$3.08M +$79.3K +1,103 +3%
CA
125
Cetera Advisors
Colorado
$3.01M +$241K +3,352 +9%