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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
151
TL Private Wealth
Texas
$2.19M +$1.11K +15 +0.1%
OC
152
Oppenheimer & Co
New York
$2.16M -$10K -135 -0.5%
PTC
153
Private Trust Company
Ohio
$2.13M +$650K +8,769 +46%
Renaissance Technologies
154
Renaissance Technologies
New York
$2.11M +$2.05M +27,600 New
CGA
155
Crescent Grove Advisors
Illinois
$2.1M
Stifel Financial
156
Stifel Financial
Missouri
$2.09M +$517K +6,969 +34%
VA
157
Valmark Advisers
Ohio
$2.07M -$235K -3,172 -10%
SFA
158
Sequoia Financial Advisors
Ohio
$2.07M +$2.01M +27,059 New
NWM
159
Northwest Wealth Management
Iowa
$2.06M -$445 -6 -0%
SF
160
Summit Financial
New Jersey
$2.02M +$33K +445 +2%
1WM
161
1900 Wealth Management
Texas
$2M +$550K +7,418 +39%
W
162
Wealthquest
Ohio
$1.98M
APA
163
American Portfolios Advisors
New York
$1.94M +$380K +5,125 +25%
SPI
164
Sutton Place Investors
New York
$1.91M +$1.85M +25,000 New
KM
165
Kalos Management
Georgia
$1.9M +$18.5K +249 +1%
LPP
166
Life Planning Partners
Florida
$1.89M +$1.83M +24,720 New
SWP
167
Summit Wealth Partners
Florida
$1.84M +$163K +2,194 +10%
Citigroup
168
Citigroup
New York
$1.82M -$1.01M -13,569 -36%
RIA
169
Regal Investment Advisors
Michigan
$1.81M
NL
170
NWAM LLC
Washington
$1.81M +$254K +3,423 +17%
ES
171
Eagle Strategies
New York
$1.78M +$1.73M +23,364 New
ZIG
172
Zuckerman Investment Group
Illinois
$1.77M +$97.8K +1,319 +6%
COCM
173
Charter Oak Capital Management
New Hampshire
$1.73M +$349K +4,710 +26%
TWM
174
TriaGen Wealth Management
California
$1.71M -$18.8K -253 -1%
CFGS
175
Concourse Financial Group Securities
Alabama
$1.65M -$2.96M -39,860 -65%