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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
101
Confluence Investment Management
Missouri
$11.9M +$4.42M +48,958 +64%
SWP
102
Stratos Wealth Partners
Ohio
$11.8M +$110K +1,216 +1%
Truist Financial
103
Truist Financial
North Carolina
$11.7M -$7.85K -87 -0.1%
AWA
104
Amplius Wealth Advisors
Pennsylvania
$11.5M -$7.76K -86 -0.1%
CAC
105
Certified Advisory Corp
Florida
$11.4M +$65.5K +726 +0.6%
NA
106
NewEdge Advisors
Louisiana
$11.3M +$7.17M +79,492 +197%
GFA
107
Gallagher Fiduciary Advisors
Illinois
$11.1M +$218K +2,417 +2%
MWM
108
Modern Wealth Management
Kansas
$11.1M +$1.61M +17,885 +18%
SF
109
Symphony Financial
Texas
$11.1M +$437K +4,838 +5%
KAS
110
Kestra Advisory Services
Texas
$11M +$410K +4,538 +4%
EWA
111
ERTS Wealth Advisors
Michigan
$10.8M -$506K -5,607 -5%
TIM
112
Tortoise Investment Management
New York
$10.8M -$546K -6,051 -5%
UCFA
113
United Capital Financial Advisors
Texas
$10.8M -$144K -1,599 -1%
LFS
114
Lutz Financial Services
Nebraska
$10.7M +$189K +2,097 +2%
MSFS
115
Main Street Financial Solutions
Pennsylvania
$10.6M +$1.51M +16,777 +18%
IWC
116
Integrated Wealth Concepts
Massachusetts
$10.2M +$13.5K +150 +0.1%
DAS
117
Dynamic Advisor Solutions
Arizona
$9.89M +$296K +3,281 +3%
RSWA
118
Robinson Smith Wealth Advisors
Maine
$9.56M -$18.9K -209 -0.2%
Charles Schwab
119
Charles Schwab
California
$9.53M -$657K -7,282 -7%
QC
120
Quent Capital
New York
$9.45M -$313K -3,465 -3%
Mariner
121
Mariner
Kansas
$9.27M +$655K +7,256 +8%
IA
122
Integrity Alliance
Iowa
$9.14M +$197K +2,183 +2%
SC
123
Sapient Capital
Indiana
$9.05M +$16K +177 +0.2%
SC
124
Savant Capital
Illinois
$8.72M -$1.06M -11,714 -11%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$8.68M -$23.2M -256,550 -74%