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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
151
Sequoia Financial Advisors
Ohio
$2.26M +$203K +2,714 +10%
TPW
152
TL Private Wealth
Texas
$2.26M +$6.9K +92 +0.3%
APA
153
American Portfolios Advisors
New York
$2.24M +$306K +4,088 +16%
GP
154
Greenline Partners
New York
$2.19M
COCM
155
Charter Oak Capital Management
New Hampshire
$2.18M +$448K +5,980 +26%
IAN
156
Integrated Advisors Network
Texas
$2.17M -$13.3M -176,948 -86%
EIC
157
Equity Investment Corp
Georgia
$2.17M -$2.75M -36,625 -56%
PTC
158
Private Trust Company
Ohio
$2.14M +$29.1K +388 +1%
SAS
159
Sanford Advisory Services
Michigan
$2.09M +$1.4M +18,623 +210%
EIA
160
Eldridge Investment Advisors
New Hampshire
$2.08M +$728K +9,707 +55%
ZIG
161
Zuckerman Investment Group
Illinois
$2.08M +$314K +4,186 +18%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$2.07M -$138K -1,845 -6%
CGA
163
Crescent Grove Advisors
Illinois
$2.07M -$18K -240 -0.9%
OC
164
Oppenheimer & Co
New York
$2.06M -$86.8K -1,158 -4%
EPM
165
Elm Partners Management
Pennsylvania
$2.05M -$1.95M -26,065 -49%
W
166
Wealthquest
Ohio
$1.98M
SF
167
Summit Financial
New Jersey
$1.96M -$44.9K -599 -2%
SFG
168
Sovereign Financial Group
Connecticut
$1.88M -$315K -4,198 -15%
LPP
169
Life Planning Partners
Florida
$1.88M
SPI
170
Sutton Place Investors
New York
$1.86M
SWP
171
Summit Wealth Partners
Florida
$1.84M +$8.77K +117 +0.5%
RIA
172
Regal Investment Advisors
Michigan
$1.82M +$12.7K +169 +0.7%
EWM
173
Endurance Wealth Management
Rhode Island
$1.79M -$4.85M -64,646 -73%
AssetMark Inc
174
AssetMark Inc
California
$1.74M +$1.53M +20,443 +815%
CFG
175
CKW Financial Group
Hawaii
$1.72M +$1.69M +22,555 New