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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
151
Robertson Stephens Wealth Management
California
$4.79M -$690K -8,855 -13%
AWM
152
Able Wealth Management
New Jersey
$4.7M +$4.34M +55,725 New
EFM
153
Eley Financial Management
Vermont
$4.61M +$18.9K +243 +0.4%
PWM
154
Perigon Wealth Management
California
$4.59M +$131K +1,682 +3%
HCM
155
Howland Capital Management
Massachusetts
$4.55M
RC
156
Rovin Capital
Arizona
$4.27M +$3.95M +50,658 New
BCG
157
Breakwater Capital Group
New Jersey
$4.26M -$810K -10,407 -17%
Kovitz Investment Group Partners
158
Kovitz Investment Group Partners
Illinois
$4.12M +$3.17M +40,737 +504%
AMG
159
Asset Management Group
Connecticut
$3.97M -$219K -2,808 -6%
Prudential Financial
160
Prudential Financial
New Jersey
$3.92M +$224K +2,881 +7%
EPM
161
Elm Partners Management
Pennsylvania
$3.92M -$248K -3,183 -6%
BBL
162
Beck Bode LLC
Massachusetts
$3.88M -$467K -6,003 -12%
FPIS
163
Financial Planning & Information Services
Wisconsin
$3.79M -$105K -1,342 -3%
CM
164
Columbus Macro
Pennsylvania
$3.79M -$151K -1,944 -4%
1WM
165
1900 Wealth Management
Texas
$3.78M -$5.9M -75,707 -63%
HH
166
Hilltop Holdings
Texas
$3.72M -$557K -7,155 -14%
WMP
167
Wealth Management Partners
Arizona
$3.68M +$33.4K +429 +1%
CA
168
Cetera Advisors
Colorado
$3.66M -$5.22K -67 -0.2%
B
169
Bailard
California
$3.65M -$31.2K -401 -0.9%
MA
170
Mutual Advisors
Nebraska
$3.63M +$137K +1,763 +4%
SCA
171
Sandy Cove Advisors
Massachusetts
$3.56M +$35.3K +453 +1%
SPC
172
Sigma Planning Corp
Michigan
$3.54M -$6.19M -79,505 -65%
FHA
173
Flagship Harbor Advisors
Massachusetts
$3.51M +$1.85M +23,746 +133%
FM
174
Family Management
New York
$3.5M -$630K -8,090 -16%
LRIA
175
Leonard Rickey Investment Advisors
Washington
$3.42M -$97.8K -1,256 -3%