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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
201
Sheets Smith Wealth Management
North Carolina
$217K +$501 +9 +0.2%
NL
202
NWAM LLC
Washington
$215K
BPA
203
Beacon Pointe Advisors
California
$203K -$6.41K -115 -3%
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$201K +$108K +1,933 +120%
CAL
205
Capital Analysts LLC
Pennsylvania
$192K
NCM
206
Next Capital Management
New York
$187K
SFC
207
SYM Financial Corp
Indiana
$179K
SPIA
208
Steward Partners Investment Advisory
New York
$172K +$170K +3,050 New
RCAG
209
Rehmann Capital Advisory Group
Michigan
$163K +$668 +12 +0.4%
TL
210
TrueWealth LLC
Georgia
$150K
BCI
211
Brinker Capital Investments
Pennsylvania
$109K +$103K +1,854 +2,943%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$105K
FFC
213
First Financial Corp
Indiana
$100K
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$87K
ADL
215
Asset Dedication LLC
California
$80K
LGWM
216
Litman Gregory Wealth Management
California
$77K
FM
217
Family Management
New York
$77K +$76.2K +1,368 New
MMG
218
Monetary Management Group
Missouri
$72K
SF
219
Synovus Financial
Georgia
$63K +$3.23K +58 +5%
RFM
220
Royal Fund Management
Florida
$57K +$10.2K +184 +22%
BEI
221
Benjamin Edwards Inc
Missouri
$57K +$55.9K +1,004 New
CIA
222
Cascade Investment Advisors
Oregon
$54.4K +$53.5K +960 New
APSP
223
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K -$2.23K -40 -4%
PA
224
Parallel Advisors
California
$53K
SBL
225
Sargent Bickham Lagudis
Colorado
$51K -$1.19M -21,300 -96%