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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
226
Gamble Jones Investment Counsel
California
$329K +$7.84K +130 +3%
BCM
227
BTC Capital Management
Iowa
$324K – – –
LF
228
Lantz Financial
Illinois
$321K +$307K +5,091 New
PA
229
PFG Advisors
Arizona
$318K +$1.57K +26 +0.5%
DJSG
230
D.J. St. Germain
Massachusetts
$308K – – –
BRWA
231
B. Riley Wealth Advisors
Florida
$303K +$121 +2 +0%
SHGA
232
Sand Hill Global Advisors
California
$290K +$277K +4,597 New
MAFM
233
Mid Atlantic Financial Management
Pennsylvania
$286K -$23K -382 -8%
WCM
234
Windham Capital Management
Massachusetts
$284K – – –
DLCIG
235
D.L. Carlson Investment Group
New Hampshire
$281K -$485K -8,051 -64%
PP
236
Patten & Patten
Tennessee
$280K +$268K +4,448 New
JWCA
237
J.W. Cole Advisors
Florida
$277K +$265K +4,402 New
PJSIMP
238
P.J. Schmidt Investment Management (PJS)
Wisconsin
$276K +$2.65K +44 +1%
MA
239
Mutual Advisors
Nebraska
$275K -$53.9K -894 -17%
SSWM
240
Sheets Smith Wealth Management
North Carolina
$274K +$1.21K +20 +0.5%
EIP
241
Ellis Investment Partners
Pennsylvania
$273K +$6.81K +113 +3%
BCA
242
Bay Colony Advisors
Massachusetts
$263K +$249K +4,136 New
RE
243
RBC Europe
United Kingdom
$262K – – –
NL
244
NWAM LLC
Washington
$252K +$5.73K +95 +2%
PFA
245
Pinnacle Family Advisors
Missouri
$251K +$60 +1 +0%
RG
246
Retirement Group
California
$250K +$239K +3,967 New
BFC
247
Bedel Financial Consulting
Indiana
$246K -$1.87M -31,061 -89%
GG
248
GenWealth Group
New Jersey
$228K +$218K +3,623 New
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$226K +$217K +3,591 New
GSWM
250
Golden State Wealth Management
California
$224K +$214K +3,551 New