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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
151
Legacy Financial Strategies
Kansas
$1.43M -$36.8K -561 -3%
SFA
152
Sequoia Financial Advisors
Ohio
$1.41M -$55.4K -844 -4%
CAL
153
Capital Analysts LLC
Pennsylvania
$1.39M +$514K +7,832 +63%
BOM
154
Bank of Marin
California
$1.36M -$513K -7,814 -28%
SWP
155
Summit Wealth Partners
Florida
$1.35M +$6.5K +99 +0.5%
FHC
156
First Heartland Consultants
Missouri
$1.3M +$266K +4,051 +27%
APA
157
American Portfolios Advisors
New York
$1.29M +$308K +4,692 +33%
WA
158
Wealth Alliance
New York
$1.28M -$43.3K -660 -3%
MSAM
159
Moloney Securities Asset Management
Missouri
$1.27M
CB
160
Commerce Bank
Missouri
$1.27M -$32.6K -497 -3%
PTC
161
Private Trust Company
Ohio
$1.26M +$12.1K +184 +1%
CM
162
Columbus Macro
Pennsylvania
$1.26M -$109K -1,657 -8%
First Manhattan
163
First Manhattan
New York
$1.25M
COCM
164
Charter Oak Capital Management
New Hampshire
$1.24M +$6.82K +104 +0.6%
PFM
165
Phillips Financial Management
Indiana
$1.22M -$29.9K -456 -3%
ZIG
166
Zuckerman Investment Group
Illinois
$1.2M +$461K +7,019 +67%
BAM
167
Baldrige Asset Management
Pennsylvania
$1.11M +$67.2K +1,024 +7%
WPWM
168
Windward Private Wealth Management
Kansas
$1.1M -$24.7K -376 -2%
Mariner
169
Mariner
Kansas
$1.1M -$943K -14,379 -47%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$1.09M +$149K +2,276 +17%
EIA
171
Eldridge Investment Advisors
New Hampshire
$1.07M -$377K -5,752 -27%
SLA
172
Silver Lake Advisory
Utah
$1.07M +$39.2K +597 +4%
CG
173
CFO4Life Group
Texas
$1.06M
CHJWM
174
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M +$7.35K +112 +0.8%
ICP
175
Interchange Capital Partners
Pennsylvania
$1.06M +$71.1K +1,084 +15%