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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
Fortis Advisors
Pennsylvania
$2.43M -$906K -13,815 -20%
TPA
127
Trivium Point Advisory
Connecticut
$2.42M +$2.31M +35,147 New
FAIM
128
Financial Advocates Investment Management
Washington
$2.38M -$21.9K -334 -1%
SFG
129
Sovereign Financial Group
Connecticut
$2.32M -$128K -1,947 -5%
FFG
130
Ford Financial Group
California
$2.27M -$171K -2,608 -7%
Financial Engines Advisors
131
Financial Engines Advisors
California
$2.21M -$26.4K -402 -1%
EIC
132
Equity Investment Corp
Georgia
$2.09M
KM
133
Kalos Management
Georgia
$1.97M -$131K -1,993 -7%
W
134
Wealthquest
Ohio
$1.97M -$201K -3,061 -10%
OC
135
Oppenheimer & Co
New York
$1.95M +$54.3K +827 +3%
CGA
136
Crescent Grove Advisors
Illinois
$1.93M +$494K +7,529 +37%
TPW
137
TL Private Wealth
Texas
$1.92M -$10.4K -159 -0.6%
Allianz Asset Management
138
Allianz Asset Management
Germany
$1.92M +$1.18M +17,951 +182%
DDPIC
139
Deroy & Devereaux Private Investment Counsel
Michigan
$1.88M -$73.8K -1,125 -4%
VA
140
Valmark Advisers
Ohio
$1.87M +$1.14M +17,391 +178%
DC
141
Derby & Company
Massachusetts
$1.85M +$1.76M +26,860 New
TPWA
142
TRUE Private Wealth Advisors
Oregon
$1.82M -$2.62M -39,992 -60%
SF
143
Summit Financial
New Jersey
$1.8M -$1.25K -19 -0.1%
WMP
144
Wealth Management Partners
Arizona
$1.75M +$239K +3,640 +17%
NWM
145
Northwest Wealth Management
Iowa
$1.73M +$84.9K +1,294 +5%
BSW
146
Buckingham Strategic Wealth
Missouri
$1.71M -$240K -3,664 -13%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.7M +$1.62M +24,619 New
TWM
148
TriaGen Wealth Management
California
$1.6M +$66 +1 +0%
CFGS
149
Concourse Financial Group Securities
Alabama
$1.49M +$41.7K +636 +3%
WWM
150
Western Wealth Management
Colorado
$1.49M +$30.4K +464 +2%