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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGA
151
Crescent Grove Advisors
Illinois
$1.94M
ACA
152
Atlas Capital Advisors
Wyoming
$1.94M -$552K -8,003 -21%
ZIG
153
Zuckerman Investment Group
Illinois
$1.94M +$190K +2,749 +10%
APA
154
American Portfolios Advisors
New York
$1.93M +$66.1K +958 +3%
MWM
155
Modera Wealth Management
New Jersey
$1.92M +$1.66M +24,103 +367%
TPW
156
TL Private Wealth
Texas
$1.83M +$55.2K +799 +3%
OC
157
Oppenheimer & Co
New York
$1.83M +$20.4K +295 +1%
SAS
158
Sanford Advisory Services
Michigan
$1.79M -$217K -3,138 -10%
PTC
159
Private Trust Company
Ohio
$1.78M +$38.5K +558 +2%
MA
160
Mutual Advisors
Nebraska
$1.73M +$202K +2,928 +12%
CFG
161
CKW Financial Group
Hawaii
$1.69M +$122K +1,774 +7%
SWP
162
Summit Wealth Partners
Florida
$1.68M +$12.6K +183 +0.7%
GWM
163
Geneos Wealth Management
Colorado
$1.65M -$388K -5,616 -18%
SFA
164
Sequoia Financial Advisors
Ohio
$1.65M -$45.6K -660 -2%
Financial Engines Advisors
165
Financial Engines Advisors
California
$1.64M -$350K -5,076 -16%
IAN
166
Integrated Advisors Network
Texas
$1.63M +$9.73K +141 +0.5%
SPI
167
Sutton Place Investors
New York
$1.56M
SF
168
Summit Financial
New Jersey
$1.55M -$12.7K -184 -0.7%
LPP
169
Life Planning Partners
Florida
$1.55M
Citigroup
170
Citigroup
New York
$1.51M -$33.6K -487 -2%
VA
171
Valmark Advisers
Ohio
$1.5M -$110K -1,598 -6%
RIA
172
Regal Investment Advisors
Michigan
$1.5M +$3.59K +52 +0.2%
EWM
173
Endurance Wealth Management
Rhode Island
$1.47M +$3.8K +55 +0.2%
SFG
174
Sovereign Financial Group
Connecticut
$1.45M -$80.4K -1,165 -5%
AI
175
Atria Investments
North Carolina
$1.43M -$53.7K -778 -3%