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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
226
Sand Hill Global Advisors
California
$212K – – –
PWM
227
PBMares Wealth Management
Virginia
$212K +$264K +4,599 New
WCM
228
Windham Capital Management
Massachusetts
$208K – – –
NFG
229
Next Financial Group
Texas
$207K +$216K +3,758 +523%
DLCIG
230
D.L. Carlson Investment Group
New Hampshire
$206K +$920 +16 +0.4%
PP
231
Patten & Patten
Tennessee
$205K – – –
EIP
232
Ellis Investment Partners
Pennsylvania
$204K +$18.4K +320 +7%
PA
233
PFG Advisors
Arizona
$202K -$58K -1,009 -20%
SSWM
234
Sheets Smith Wealth Management
North Carolina
$202K +$1.38K +24 +0.6%
RE
235
RBC Europe
United Kingdom
$192K – – –
BFC
236
Bedel Financial Consulting
Indiana
$180K – – –
Sowell Financial Services
237
Sowell Financial Services
Arkansas
$178K -$437K -7,600 -66%
Benjamin Edwards Inc
238
Benjamin Edwards Inc
Missouri
$145K +$124K +2,159 +218%
Capital Analysts LLC
239
Capital Analysts LLC
Pennsylvania
$144K – – –
Steward Partners Investment Advisory
240
Steward Partners Investment Advisory
New York
$137K +$19.4K +337 +13%
FM
241
Family Management
New York
$136K +$74.8K +1,300 +80%
SFC
242
SYM Financial Corp
Indiana
$132K – – –
WCAMG
243
Woodard & Company Asset Management Group
North Carolina
$129K – – –
TL
244
TrueWealth LLC
Georgia
$122K – – –
Synovus Financial
245
Synovus Financial
Georgia
$105K +$60.4K +1,051 +87%
FRA
246
Front Row Advisors
California
$101K +$106K +1,838 +1,361%
FANJ
247
Financial Architects (New Jersey)
New Jersey
$101K +$114K +1,988 +1,025%
BWA
248
BDO Wealth Advisors
Florida
$99K +$123K +2,136 New
MCF Advisors
249
MCF Advisors
Kentucky
$93K – – –
FFC
250
First Financial Corp
Indiana
$81K – – –