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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
126
Legacy Financial Advisors
Kentucky
$848K +$918K +17,265 New
SJIC
127
St. James Investment Company
Texas
$848K +$918K +17,265 New
Stifel Financial
128
Stifel Financial
Missouri
$823K +$460K +8,653 +106%
FHC
129
First Heartland Consultants
Missouri
$787K +$163K +3,070 +24%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$786K +$318K +5,989 +67%
CG
131
CFO4Life Group
Texas
$757K
CA
132
Cetera Advisors
Colorado
$753K +$179K +3,361 +28%
AI
133
Atria Investments
North Carolina
$752K +$814K +15,314 New
WPC
134
White Pine Capital
Minnesota
$743K +$53.3K +1,002 +7%
Comerica Bank
135
Comerica Bank
Texas
$734K +$744K +13,989 New
PFC
136
Personal Financial Consultants
California
$729K +$10.2K +191 +1%
BRWA
137
B. Riley Wealth Advisors
Florida
$693K +$89.2K +1,678 +14%
PA
138
Prism Advisors
California
$680K
PSUF
139
People's United Financial
Connecticut
$680K +$139K +2,622 +23%
SCM
140
Sitrin Capital Management
California
$672K -$11.6K -219 -2%
Citigroup
141
Citigroup
New York
$665K -$30.7K -577 -4%
Creative Planning
142
Creative Planning
Kansas
$661K +$235K +4,428 +49%
LFS
143
Legacy Financial Strategies
Kansas
$632K +$223K +4,203 +48%
NWP
144
Northstar Wealth Partners
Connecticut
$618K +$3.46K +65 +0.5%
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
$590K +$639K +12,020 New
B
146
Bellecapital
Switzerland
$589K
CB
147
Commerce Bank
Missouri
$549K +$594K +11,173 New
RJT
148
Raymond James Trust
Florida
$539K +$177K +3,326 +43%
UWPG
149
Ullmann Wealth Partners Group
Florida
$532K
WT
150
Whittier Trust
California
$526K