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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
176
Ballentine Partners
Massachusetts
$3.52M +$3.52M +39,983 New
DDPIC
177
Deroy & Devereaux Private Investment Counsel
Michigan
$3.45M +$126K +1,425 +4%
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$3.42M +$3.42M +38,813 New
BSW
179
Buckingham Strategic Wealth
Missouri
$3.4M -$188K -2,134 -5%
DP
180
Denver PWM
Colorado
$3.36M +$3.36M +38,133 New
LRIA
181
Leonard Rickey Investment Advisors
Washington
$3.36M -$43.5K -494 -1%
EWA
182
EP Wealth Advisors
California
$3.24M -$56.8K -645 -2%
PPW
183
Presilium Private Wealth
Pennsylvania
$3.21M -$12.4K -141 -0.4%
SS
184
Sunbelt Securities
Texas
$3.15M +$156K +1,767 +5%
GP
185
Greenline Partners
New York
$3.12M – – –
WPWM
186
Windward Private Wealth Management
Kansas
$3.11M -$141K -1,604 -4%
MOS
187
MGO One Seven
Ohio
$3.08M +$159K +1,809 +5%
RFN
188
RDA Financial Network
Iowa
$3.03M -$81.7K -927 -3%
HWA
189
Hilltop Wealth Advisors
North Carolina
$3.01M +$1.59K +18 +0.1%
SWP
190
Summit Wealth Partners
Florida
$2.99M +$62.4K +708 +2%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$2.99M -$1.95M -22,095 -39%
FPAS
192
Focus Partners Advisor Solutions
Missouri
$2.98M -$12.3K -140 -0.4%
PCA
193
Prosperity Capital Advisors
Ohio
$2.9M +$1.04M +11,746 +56%
BBL
194
Beck Bode LLC
Massachusetts
$2.82M -$441K -5,003 -14%
SF
195
Summit Financial
New Jersey
$2.82M +$31K +352 +1%
HH
196
Hilltop Holdings
Texas
$2.79M -$1.96M -22,209 -41%
OC
197
Oppenheimer & Co
New York
$2.77M +$67.8K +769 +3%
EIC
198
Equity Investment Corp
Georgia
$2.62M +$216K +2,449 +9%
NA
199
NewEdge Advisors
Louisiana
$2.62M +$117K +1,331 +5%
Allianz Asset Management
200
Allianz Asset Management
Germany
$2.61M -$9.66M -109,550 -79%