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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
151
Buckingham Strategic Wealth
Missouri
$1.97M +$191K +2,654 +11%
WP
152
WealthShield Partners
North Carolina
$1.97M +$1.17M +16,243 +146%
DDPIC
153
Deroy & Devereaux Private Investment Counsel
Michigan
$1.96M
W
154
Wealthquest
Ohio
$1.96M -$102K -1,418 -5%
NWM
155
Northwest Wealth Management
Iowa
$1.91M +$103K +1,433 +6%
SF
156
Summit Financial
New Jersey
$1.85M -$26K -361 -1%
SFA
157
Sequoia Financial Advisors
Ohio
$1.71M +$236K +3,276 +16%
RIA
158
Regal Investment Advisors
Michigan
$1.71M +$1.71M +23,775 New
TWM
159
TriaGen Wealth Management
California
$1.64M -$35.3K -491 -2%
ZIG
160
Zuckerman Investment Group
Illinois
$1.57M +$314K +4,372 +25%
SWP
161
Summit Wealth Partners
Florida
$1.56M +$144K +2,007 +10%
LFS
162
Legacy Financial Strategies
Kansas
$1.47M -$20.7K -288 -1%
FA
163
Fortis Advisors
Pennsylvania
$1.42M -$2.65M -36,807 -65%
BOM
164
Bank of Marin
California
$1.37M -$58.3K -811 -4%
FHC
165
First Heartland Consultants
Missouri
$1.37M +$3.16K +44 +0.2%
MSAM
166
Moloney Securities Asset Management
Missouri
$1.36M +$33.7K +468 +3%
APA
167
American Portfolios Advisors
New York
$1.35M +$2.23K +31 +0.2%
PTC
168
Private Trust Company
Ohio
$1.34M +$21.4K +297 +2%
COCM
169
Charter Oak Capital Management
New Hampshire
$1.3M -$288 -4 -0%
First Manhattan
170
First Manhattan
New York
$1.29M -$17.8K -247 -1%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$1.29M +$149K +2,071 +13%
Mariner
172
Mariner
Kansas
$1.23M +$83.3K +1,158 +7%
EIA
173
Eldridge Investment Advisors
New Hampshire
$1.21M +$89.1K +1,239 +8%
BAM
174
Baldrige Asset Management
Pennsylvania
$1.19M +$29.7K +413 +3%
PFM
175
Phillips Financial Management
Indiana
$1.16M -$113K -1,568 -9%