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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GP
151
Greenline Partners
New York
$2.2M +$946K +12,750 +79%
BSW
152
Buckingham Strategic Wealth
Missouri
$2.2M +$84.2K +1,135 +4%
TPW
153
TL Private Wealth
Texas
$2.19M +$1.11K +15 +0.1%
OC
154
Oppenheimer & Co
New York
$2.16M -$10K -135 -0.5%
PTC
155
Private Trust Company
Ohio
$2.13M +$650K +8,769 +46%
Renaissance Technologies
156
Renaissance Technologies
New York
$2.11M +$2.05M +27,600 New
CGA
157
Crescent Grove Advisors
Illinois
$2.1M – – –
Stifel Financial
158
Stifel Financial
Missouri
$2.09M +$517K +6,969 +34%
VA
159
Valmark Advisers
Ohio
$2.07M -$235K -3,172 -10%
SFA
160
Sequoia Financial Advisors
Ohio
$2.07M +$2.01M +27,059 New
NWM
161
Northwest Wealth Management
Iowa
$2.06M -$445 -6 -0%
SF
162
Summit Financial
New Jersey
$2.02M +$33K +445 +2%
1WM
163
1900 Wealth Management
Texas
$2M +$550K +7,418 +39%
W
164
Wealthquest
Ohio
$1.98M – – –
APA
165
American Portfolios Advisors
New York
$1.94M +$380K +5,125 +25%
SPI
166
Sutton Place Investors
New York
$1.91M +$1.85M +25,000 New
KM
167
Kalos Management
Georgia
$1.9M +$18.5K +249 +1%
LPP
168
Life Planning Partners
Florida
$1.89M +$1.83M +24,720 New
SWP
169
Summit Wealth Partners
Florida
$1.84M +$163K +2,194 +10%
Citigroup
170
Citigroup
New York
$1.82M -$1.01M -13,569 -36%
RIA
171
Regal Investment Advisors
Michigan
$1.81M – – –
NL
172
NWAM LLC
Washington
$1.81M +$254K +3,423 +17%
ES
173
Eagle Strategies
New York
$1.78M +$1.73M +23,364 New
ZIG
174
Zuckerman Investment Group
Illinois
$1.77M +$97.8K +1,319 +6%
COCM
175
Charter Oak Capital Management
New Hampshire
$1.73M +$349K +4,710 +26%