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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPM
151
Elm Partners Management
Pennsylvania
$3.7M +$1.47M +19,918 +66%
LRIA
152
Leonard Rickey Investment Advisors
Washington
$3.51M -$264K -3,584 -7%
FPIS
153
Financial Planning & Information Services
Wisconsin
$3.51M -$763K -10,357 -18%
SOS
154
Silver Oak Securities
Tennessee
$3.47M -$147K -1,999 -4%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$3.44M -$3.97M -53,959 -54%
MWA
156
Motive Wealth Advisors
Michigan
$3.3M -$2.95M -40,038 -47%
DP
157
Denver PWM
Colorado
$3.27M -$558K -7,570 -15%
EIC
158
Equity Investment Corp
Georgia
$3.18M -$2.82M -38,333 -47%
CA
159
Cetera Advisors
Colorado
$3.03M -$2.65M -36,027 -47%
GRP
160
Global Retirement Partners
California
$3.01M -$9.21K -125 -0.3%
RFN
161
RDA Financial Network
Iowa
$2.91M -$45.7K -620 -2%
BCG
162
Breakwater Capital Group
New Jersey
$2.84M +$1.57M +21,333 +124%
BSW
163
Buckingham Strategic Wealth
Missouri
$2.84M
GP
164
Greenline Partners
New York
$2.8M -$94K -1,277 -3%
WPWM
165
Windward Private Wealth Management
Kansas
$2.79M +$295K +4,010 +12%
WMP
166
Wealth Management Partners
Arizona
$2.74M -$67K -910 -2%
B
167
Bailard
California
$2.66M +$2.66M +36,076 New
DDPIC
168
Deroy & Devereaux Private Investment Counsel
Michigan
$2.52M +$50.1K +680 +2%
VFIC
169
Valley Forge Investment Consultants
Pennsylvania
$2.47M +$589 +8 +0%
1WM
170
1900 Wealth Management
Texas
$2.44M +$55.4K +752 +2%
MA
171
Mutual Advisors
Nebraska
$2.43M -$72.5K -985 -3%
MA
172
Montag & Associates
Georgia
$2.42M +$473K +6,426 +24%
Lido Advisors
173
Lido Advisors
California
$2.34M +$1.72M +23,306 +278%
RWP
174
RWA Wealth Partners
Massachusetts
$2.29M +$198K +2,693 +9%
ZIG
175
Zuckerman Investment Group
Illinois
$2.25M -$73.4K -996 -3%