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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Summit Wealth Partners
Florida
$2.45M +$526K +6,700 +26%
Lido Advisors
177
Lido Advisors
California
$2.44M +$1.69M +21,507 +192%
HWA
178
Hilltop Wealth Advisors
North Carolina
$2.32M +$179K +2,277 +8%
OC
179
Oppenheimer & Co
New York
$2.2M +$5.34K +68 +0.2%
TPW
180
TL Private Wealth
Texas
$2.18M -$1.02K -13 -0%
SF
181
Summit Financial
New Jersey
$2.16M +$226K +2,880 +11%
ACA
182
Atlas Capital Advisors
Wyoming
$2.12M -$306K -3,902 -12%
NWM
183
Northwest Wealth Management
Iowa
$2.11M -$19.9K -254 -0.9%
MA
184
Montag & Associates
Georgia
$2.11M +$525K +6,686 +31%
CAM
185
Cresset Asset Management
Illinois
$2.08M -$46.9K -598 -2%
OAM
186
Occidental Asset Management
California
$2.02M +$722K +9,204 +52%
RIA
187
Regal Investment Advisors
Michigan
$2M -$24.4K -311 -1%
WAOI
188
Wealth Advisors of Iowa
Iowa
$1.98M -$23.6K -301 -1%
VA
189
Valmark Advisers
Ohio
$1.95M +$13.9K +177 +0.7%
Brown Advisory
190
Brown Advisory
Maryland
$1.94M -$851K -10,842 -29%
Renaissance Technologies
191
Renaissance Technologies
New York
$1.92M -$118K -1,500 -6%
APWM
192
Atlas Private Wealth Management
New York
$1.9M +$2.9K +37 +0.1%
PTC
193
Private Trust Company
Ohio
$1.89M +$15.5K +197 +0.8%
ES
194
Eagle Strategies
New York
$1.87M -$29.9K -381 -1%
CPW
195
Catalyst Private Wealth
California
$1.87M +$14K +178 +0.7%
WG
196
Watchman Group
Texas
$1.84M -$633K -8,065 -25%
Financial Engines Advisors
197
Financial Engines Advisors
California
$1.78M -$17.7K -225 -0.9%
CFO
198
Collective Family Office
Pennsylvania
$1.77M +$1.06M +13,476 +132%
CAG
199
Crestwood Advisors Group
Massachusetts
$1.76M +$1.85M +23,613 New
GWM
200
Geneos Wealth Management
Colorado
$1.74M -$240K -3,061 -12%