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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Amplius Wealth Advisors
Pennsylvania
$8.65M -$278K -2,649 -3%
AZ
127
Alpha Zero
Florida
$8.51M +$168K +1,599 +2%
AllianceBernstein
128
AllianceBernstein
Tennessee
$8.44M -$801K -7,640 -8%
FFG
129
Foundry Financial Group
New Hampshire
$8.22M +$158K +1,508 +2%
HWM
130
HighMark Wealth Management
Minnesota
$8.21M +$392K +3,739 +5%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$8.1M +$423K +4,030 +5%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$7.94M +$4.03M +38,477 +98%
CWA
133
Canvas Wealth Advisors
Kansas
$7.84M +$227K +2,163 +3%
OIA
134
OneDigital Investment Advisors
Kansas
$7.74M +$6.71K +64 +0.1%
MWA
135
Motive Wealth Advisors
Michigan
$7.69M -$71K -677 -0.9%
FCM
136
Family Capital Management
Michigan
$7.67M +$2.63M +25,107 +50%
SF
137
Symphony Financial
Texas
$7.57M -$486K -4,632 -6%
CNTOF
138
Canandaigua National Trust of Florida
New York
$7.54M -$38.4K -366 -0.5%
GFA
139
Gallagher Fiduciary Advisors
Illinois
$7.29M +$946K +9,017 +14%
CF
140
Centaurus Financial
California
$7.28M -$9.98M -95,174 -57%
LSL
141
Legacy Solutions LLC
Pennsylvania
$7.23M -$436K -4,158 -6%
IAA
142
Independent Advisor Alliance
North Carolina
$7.18M +$7.36M +70,222 New
Cerity Partners
143
Cerity Partners
New York
$7.17M +$3.83M +36,520 +109%
CAC
144
Certified Advisory Corp
Florida
$7.03M -$4.76M -45,402 -40%
CBU
145
CIBC Bancorp USA
Illinois
$6.99M +$7.17M +68,355 New
VA
146
Valmark Advisers
Ohio
$6.91M -$306K -2,918 -4%
IA
147
Integrity Alliance
Iowa
$6.87M +$399K +3,809 +6%
TFP
148
Townsend Financial Planning
Kentucky
$6.76M +$175K +1,672 +3%
AWM
149
Able Wealth Management
New Jersey
$6.64M +$149K +1,423 +2%
MA
150
Mutual Advisors
Nebraska
$6.54M +$136K +1,298 +2%