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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
176
Beacon Pointe Advisors
California
$4.89M +$783K +7,232 +19%
VWM
177
Venturi Wealth Management
Texas
$4.86M -$80.9M -747,864 -94%
OPTFSNA
178
Old Point Trust & Financial Services N A
Virginia
$4.77M +$462K +4,265 +11%
CAC
179
Certified Advisory Corp
Florida
$4.66M -$2.86M -26,473 -39%
Deutsche Bank
180
Deutsche Bank
Germany
$4.65M -$6.28K -58 -0.1%
AMG
181
Asset Management Group
Connecticut
$4.6M -$184K -1,703 -4%
B
182
Bailard
California
$4.42M -$1.41K -13 -0%
WMP
183
Wealth Management Partners
Arizona
$4.41M -$14K -129 -0.3%
IWM
184
IHT Wealth Management
Illinois
$4.38M -$106K -977 -2%
FWP
185
Forefront Wealth Partners
Texas
$4.33M +$236K +2,181 +6%
Northern Trust
186
Northern Trust
Illinois
$4.28M
OC
187
Oppenheimer & Co
New York
$4.24M +$42K +388 +1%
M&T Bank
188
M&T Bank
New York
$4.22M -$237K -2,194 -5%
DWM
189
Diversify Wealth Management
Utah
$4.2M +$1.59M +14,664 +65%
DAS
190
Diversify Advisory Services
Utah
$4.2M +$4.03M +37,277 New
WPWM
191
Windward Private Wealth Management
Kansas
$4.13M -$104K -960 -2%
EWA
192
EP Wealth Advisors
California
$4.09M -$47.5K -439 -1%
TF
193
Trek Financial
Arizona
$4.03M -$12.8M -118,469 -76%
EIC
194
Equity Investment Corp
Georgia
$3.97M -$684K -6,321 -15%
GP
195
Greenline Partners
New York
$3.93M
DDPIC
196
Deroy & Devereaux Private Investment Counsel
Michigan
$3.87M -$452K -4,180 -11%
FFG
197
Fortress Financial Group
Minnesota
$3.76M -$11.4M -105,253 -76%
VFIC
198
Valley Forge Investment Consultants
Pennsylvania
$3.73M +$14.8K +137 +0.4%
GWM
199
Geneos Wealth Management
Colorado
$3.73M -$385K -3,561 -10%
TFA
200
Tobias Financial Advisors
Florida
$3.51M