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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
$11.7M +$407K +4,426 +4%
UCFA
102
United Capital Financial Advisors
Texas
$11.7M -$221K -2,404 -2%
AWA
103
Amplius Wealth Advisors
Pennsylvania
$11.6M -$412K -4,478 -4%
CAC
104
Certified Advisory Corp
Florida
$11.5M +$863K +9,385 +8%
SC
105
Savant Capital
Illinois
$11.5M -$841K -9,145 -7%
SPC
106
Sigma Planning Corp
Michigan
$11.3M +$350K +3,803 +3%
EWA
107
ERTS Wealth Advisors
Michigan
$11.2M -$308K -3,354 -3%
LFS
108
Lutz Financial Services
Nebraska
$10.9M -$422K -4,585 -4%
GFA
109
Gallagher Fiduciary Advisors
Illinois
$10.9M -$23.3M -253,711 -69%
CIA
110
Concurrent Investment Advisors
Florida
$10.7M +$359K +3,905 +4%
SF
111
Symphony Financial
Texas
$10.7M +$444K +4,827 +4%
IWC
112
Integrated Wealth Concepts
Massachusetts
$10.6M -$413K -4,489 -4%
Truist Financial
113
Truist Financial
North Carolina
$9.82M -$746K -8,111 -7%
QC
114
Quent Capital
New York
$9.7M +$255K +2,769 +3%
DAS
115
Dynamic Advisor Solutions
Arizona
$9.46M +$118K +1,282 +1%
RSWA
116
Robinson Smith Wealth Advisors
Maine
$9.29M -$341K -3,708 -4%
SC
117
Sapient Capital
Indiana
$9.1M +$8.76M +95,323 New
ASN
118
Advisory Services Network
Georgia
$8.93M
FC
119
Financial Council
Maryland
$8.71M -$25.9K -282 -0.3%
MSFS
120
Main Street Financial Solutions
Pennsylvania
$8.69M +$507K +5,518 +6%
EIA
121
Eldridge Investment Advisors
New Hampshire
$8.58M +$2.3K +25 +0%
CWP
122
Corepath Wealth Partners
Arizona
$8.4M -$9.56K -104 -0.1%
IC
123
Iconiq Capital
California
$8.29M +$48.5K +527 +0.6%
AllianceBernstein
124
AllianceBernstein
Tennessee
$7.92M +$13.1K +143 +0.2%
RSWM
125
Robertson Stephens Wealth Management
California
$7.89M +$1.34M +14,594 +21%