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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
176
Northwest Wealth Management
Iowa
$2.04M -$270K -3,877 -12%
GWM
177
Geneos Wealth Management
Colorado
$1.99M +$125K +1,793 +7%
LSA
178
Lansing Street Advisors
Pennsylvania
$1.97M -$1.04M -15,009 -35%
CPW
179
Catalyst Private Wealth
California
$1.96M +$776K +11,156 +67%
SAS
180
Sanford Advisory Services
Michigan
$1.96M -$58.5K -841 -3%
PAG
181
Private Advisor Group
New Jersey
$1.96M +$268K +3,852 +2%
SWP
182
Summit Wealth Partners
Florida
$1.9M +$10.8K +156 +0.6%
CFG
183
CKW Financial Group
Hawaii
$1.9M -$10.1K -145 -0.5%
MA
184
Montag & Associates
Georgia
$1.87M +$1.84M +26,433 New
PTC
185
Private Trust Company
Ohio
$1.83M -$175K -2,523 -9%
IAN
186
Integrated Advisors Network
Texas
$1.82M -$26.8K -386 -1%
Legacy Financial Group (Iowa)
187
Legacy Financial Group (Iowa)
Iowa
$1.79M +$1.76M +25,315 New
EIP
188
Easterly Investment Partners
Massachusetts
$1.75M +$884K +12,720 +105%
VA
189
Valmark Advisers
Ohio
$1.74M +$47.1K +678 +3%
RIA
190
Regal Investment Advisors
Michigan
$1.74M +$41.6K +598 +2%
Renaissance Technologies
191
Renaissance Technologies
New York
$1.74M +$702K +10,100 +70%
SFA
192
Sequoia Financial Advisors
Ohio
$1.73M -$119K -1,713 -7%
ES
193
Eagle Strategies
New York
$1.73M +$270K +3,887 +19%
SF
194
Summit Financial
New Jersey
$1.69M -$56.9K -819 -3%
EWM
195
Endurance Wealth Management
Rhode Island
$1.66M +$5.01K +72 +0.3%
Citadel Advisors
196
Citadel Advisors
Florida
$1.6M +$1.32M +18,982 +517%
Citigroup
197
Citigroup
New York
$1.59M -$117K -1,676 -7%
WWM
198
Western Wealth Management
Colorado
$1.55M -$2.12M -30,548 -58%
NIG
199
NFJ Investment Group
Texas
$1.55M +$95.5K +1,374 +7%
APWM
200
Atlas Private Wealth Management
New York
$1.51M -$9.87K -142 -0.7%