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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
Regal Investment Advisors
Michigan
$1.6M – – –
W
177
Wealthquest
Ohio
$1.59M +$1.01M +14,123 +54%
AI
178
Atria Investments
North Carolina
$1.58M -$570K -7,934 -25%
Mariner
179
Mariner
Kansas
$1.58M +$114K +1,583 +7%
EWM
180
Endurance Wealth Management
Rhode Island
$1.56M -$14.4K -200 -0.8%
TWM
181
TriaGen Wealth Management
California
$1.49M – – –
MSAM
182
Moloney Securities Asset Management
Missouri
$1.43M +$5.1K +71 +0.3%
LFS
183
Legacy Financial Strategies
Kansas
$1.39M +$18.1K +252 +1%
IA
184
IFP Advisors
Florida
$1.34M – – –
APWM
185
Atlas Private Wealth Management
New York
$1.33M +$17.7K +247 +1%
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$1.33M +$609K +8,478 +74%
ES
187
Eagle Strategies
New York
$1.31M -$187K -2,607 -12%
FHC
188
First Heartland Consultants
Missouri
$1.3M -$33.5K -466 -2%
MWM
189
Mascoma Wealth Management
New Hampshire
$1.22M -$267K -3,718 -17%
TVAMP
190
Tennessee Valley Asset Management Partners
Tennessee
$1.21M -$2.66K -37 -0.2%
MIAN
191
Mariner Independent Advisor Network
Kansas
$1.17M -$35.3K -492 -3%
FPAS
192
Focus Partners Advisor Solutions
Missouri
$1.15M +$1.24M +17,247 New
Comerica Bank
193
Comerica Bank
Texas
$1.13M -$1.53M -21,268 -56%
FA
194
Fortis Advisors
Pennsylvania
$1.09M +$5.46K +76 +0.5%
CPW
195
Catalyst Private Wealth
California
$1.08M +$122K +1,692 +12%
BWM
196
Brickley Wealth Management
California
$1.07M +$711K +9,903 +161%
FFG
197
Ford Financial Group
California
$1.07M -$170K -2,362 -13%
SW
198
SVB Wealth
Massachusetts
$1.07M -$144 -2 -0%
SLA
199
Silver Lake Advisory
Utah
$1.06M -$5.75K -80 -0.5%
First Manhattan
200
First Manhattan
New York
$1.06M -$73.6K -1,025 -6%