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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Oppenheimer & Co
New York
$3.12M +$61.2K +678 +2%
GAM
202
Gotham Asset Management
New York
$3.11M – – –
TFA
203
Tobias Financial Advisors
Florida
$3.03M +$2.89M +32,038 New
FM
204
Family Management
New York
$2.94M -$210K -2,329 -7%
Renaissance Technologies
205
Renaissance Technologies
New York
$2.93M +$2.8M +31,000 New
CPW
206
Catalyst Private Wealth
California
$2.92M +$885K +9,808 +47%
CWMK
207
Caliber Wealth Management (Kansas)
Kansas
$2.87M -$40.8K -452 -1%
ACA
208
Atlas Capital Advisors
Wyoming
$2.86M -$613K -6,792 -18%
VFS
209
Valpey Financial Services
New Hampshire
$2.86M +$2.72M +30,174 New
1CP
210
17 Capital Partners
Arizona
$2.8M +$47K +521 +2%
Citigroup
211
Citigroup
New York
$2.78M +$250K +2,766 +10%
SCM
212
SOL Capital Management
Maryland
$2.76M +$2.2M +24,400 +514%
GPA
213
Guidance Point Advisors
Massachusetts
$2.74M +$30.4K +337 +1%
FPAS
214
Focus Partners Advisor Solutions
Missouri
$2.71M -$71K -787 -3%
MA
215
Montag & Associates
Georgia
$2.7M +$562K +6,224 +28%
ES
216
Eagle Strategies
New York
$2.55M +$38.4K +426 +2%
SWM
217
Sterling Wealth Management
Illinois
$2.53M +$2.41M +26,728 New
NWWA
218
New Wave Wealth Advisors
Arkansas
$2.53M +$69.1K +766 +3%
Cerity Partners
219
Cerity Partners
New York
$2.49M -$342K -3,784 -13%
CAM
220
Cresset Asset Management
Illinois
$2.46M -$1.78M -19,764 -43%
CWM
221
Centricity Wealth Management
Ohio
$2.45M +$44.6K +494 +2%
GPI
222
General Partner Inc
Pennsylvania
$2.43M – – –
WAOI
223
Wealth Advisors of Iowa
Iowa
$2.42M +$1.26K +14 +0.1%
ZIC
224
ZWJ Investment Counsel
Georgia
$2.39M +$29.3K +325 +1%
VFIC
225
Valley Forge Investment Consultants
Pennsylvania
$2.34M -$1.17K -13 -0.1%