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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Claro Advisors
Massachusetts
$2.23M +$1.69M +21,638 +446%
Brown Advisory
202
Brown Advisory
Maryland
$2.21M +$12.5K +160 +0.6%
VA
203
Valmark Advisers
Ohio
$2.21M +$3.04K +39 +0.1%
MOS
204
MGO One Seven
Ohio
$2.2M +$436K +5,593 +27%
NA
205
NewEdge Advisors
Louisiana
$2.19M +$592K +7,603 +41%
TPW
206
TL Private Wealth
Texas
$2.19M -$249K -3,201 -11%
APWM
207
Atlas Private Wealth Management
New York
$2.18M +$23.6K +303 +1%
RIA
208
Regal Investment Advisors
Michigan
$2.17M -$77.3K -993 -4%
Financial Engines Advisors
209
Financial Engines Advisors
California
$2.16M +$144K +1,844 +8%
PTC
210
Private Trust Company
Ohio
$2.12M -$8.8K -113 -0.4%
ES
211
Eagle Strategies
New York
$2.1M -$14.9K -191 -0.8%
SWM
212
Sterling Wealth Management
Illinois
$2.09M +$1.93M +24,756 New
LPP
213
Life Planning Partners
Florida
$2.08M +$1.93M +24,720 New
Citadel Advisors
214
Citadel Advisors
Florida
$2.04M +$1.88M +24,162 New
WWM
215
Western Wealth Management
Colorado
$2.01M +$139K +1,789 +8%
MA
216
Montag & Associates
Georgia
$2M -$334K -4,292 -15%
GWM
217
Geneos Wealth Management
Colorado
$1.97M +$5.76K +74 +0.3%
SPIA
218
Steward Partners Investment Advisory
New York
$1.89M +$38.9K +500 +2%
DFA
219
DHK Financial Advisors
New Hampshire
$1.89M +$18.5K +238 +1%
HP
220
Holistic Planning
Texas
$1.87M +$1.73M +22,214 New
MSAM
221
Moloney Securities Asset Management
Missouri
$1.87M -$69.3K -890 -4%
RWP
222
RWA Wealth Partners
Massachusetts
$1.83M +$1.25K +16 +0.1%
SC
223
Syon Capital
California
$1.74M -$97K -1,246 -6%
EWA
224
Elevate Wealth Advisory
Georgia
$1.74M +$1.6M +20,600 New
SWC
225
Spectrum Wealth Counsel
Indiana
$1.73M +$1.6M +20,524 New