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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
126
TD Private Client Wealth
New York
$9.55M -$731K -6,754 -7%
ZIG
127
Zuckerman Investment Group
Illinois
$9.52M -$232K -2,146 -2%
Charles Schwab
128
Charles Schwab
California
$9.17M -$243K -2,245 -3%
FFG
129
Foundry Financial Group
New Hampshire
$9.06M +$195K +1,800 +2%
CWA
130
Canvas Wealth Advisors
Kansas
$8.94M +$494K +4,565 +6%
AWA
131
Amplius Wealth Advisors
Pennsylvania
$8.7M -$611K -5,646 -7%
AllianceBernstein
132
AllianceBernstein
Tennessee
$8.51M +$102K +941 +1%
OIA
133
OneDigital Investment Advisors
Kansas
$8.51M +$163K +1,508 +2%
FCM
134
Family Capital Management
Michigan
$8.38M +$112K +1,036 +1%
SF
135
Symphony Financial
Texas
$8.37M +$174K +1,605 +2%
HWM
136
HighMark Wealth Management
Minnesota
$8.32M -$545K -5,033 -6%
MWA
137
Motive Wealth Advisors
Michigan
$8.28M -$8.44K -78 -0.1%
FPAS
138
Focus Partners Advisor Solutions
Missouri
$8.04M +$4.5M +41,559 +132%
Cerity Partners
139
Cerity Partners
New York
$7.9M +$168K +1,549 +2%
SF
140
Summit Financial
New Jersey
$7.84M +$1.56M +14,401 +25%
LSL
141
Legacy Solutions LLC
Pennsylvania
$7.83M +$48.4K +447 +0.6%
IA
142
Integrity Alliance
Iowa
$7.82M +$408K +3,774 +6%
MA
143
Mutual Advisors
Nebraska
$7.64M +$592K +5,474 +9%
CF
144
Centaurus Financial
California
$7.42M -$414K -3,823 -5%
VA
145
Valmark Advisers
Ohio
$7.41M -$38K -351 -0.5%
TFP
146
Townsend Financial Planning
Kentucky
$7.27M -$3.68K -34 -0.1%
AWM
147
Able Wealth Management
New Jersey
$7.22M +$60.7K +561 +0.9%
SC
148
Sapient Capital
Indiana
$7.17M -$3.4M -31,460 -33%
IFA
149
Independence Financial Advisors
New Hampshire
$7.03M -$3.16M -29,158 -31%
AWA
150
Arkadios Wealth Advisors
Georgia
$6.91M +$575K +5,318 +9%