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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
151
RDA Financial Network
Iowa
$2.34M +$92.4K +1,233 +4%
SFA
152
Sequoia Financial Advisors
Ohio
$2.26M +$203K +2,714 +10%
TPW
153
TL Private Wealth
Texas
$2.26M +$6.9K +92 +0.3%
APA
154
American Portfolios Advisors
New York
$2.24M +$306K +4,088 +16%
GP
155
Greenline Partners
New York
$2.19M – – –
COCM
156
Charter Oak Capital Management
New Hampshire
$2.18M +$448K +5,980 +26%
IAN
157
Integrated Advisors Network
Texas
$2.17M -$13.3M -176,948 -86%
EIC
158
Equity Investment Corp
Georgia
$2.17M -$2.75M -36,625 -56%
PTC
159
Private Trust Company
Ohio
$2.14M +$29.1K +388 +1%
SAS
160
Sanford Advisory Services
Michigan
$2.09M +$1.4M +18,623 +210%
EIA
161
Eldridge Investment Advisors
New Hampshire
$2.08M +$728K +9,707 +55%
ZIG
162
Zuckerman Investment Group
Illinois
$2.08M +$314K +4,186 +18%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$2.07M -$138K -1,845 -6%
CGA
164
Crescent Grove Advisors
Illinois
$2.07M -$18K -240 -0.9%
OC
165
Oppenheimer & Co
New York
$2.06M -$86.8K -1,158 -4%
EPM
166
Elm Partners Management
Pennsylvania
$2.05M -$1.95M -26,065 -49%
W
167
Wealthquest
Ohio
$1.98M – – –
SF
168
Summit Financial
New Jersey
$1.96M -$44.9K -599 -2%
SFG
169
Sovereign Financial Group
Connecticut
$1.88M -$315K -4,198 -15%
LPP
170
Life Planning Partners
Florida
$1.88M – – –
SPI
171
Sutton Place Investors
New York
$1.86M – – –
SWP
172
Summit Wealth Partners
Florida
$1.84M +$8.77K +117 +0.5%
RIA
173
Regal Investment Advisors
Michigan
$1.82M +$12.7K +169 +0.7%
EWM
174
Endurance Wealth Management
Rhode Island
$1.79M -$4.85M -64,646 -73%
AssetMark Inc
175
AssetMark Inc
California
$1.74M +$1.53M +20,443 +815%