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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
PBMares Wealth Management
Virginia
$212K +$264K +4,599 New
WCM
227
Windham Capital Management
Massachusetts
$208K
NFG
228
Next Financial Group
Texas
$207K +$216K +3,758 +523%
DLCIG
229
D.L. Carlson Investment Group
New Hampshire
$206K +$920 +16 +0.4%
PP
230
Patten & Patten
Tennessee
$205K
EIP
231
Ellis Investment Partners
Pennsylvania
$204K +$18.4K +320 +7%
PA
232
PFG Advisors
Arizona
$202K -$58K -1,009 -20%
SSWM
233
Sheets Smith Wealth Management
North Carolina
$202K +$1.38K +24 +0.6%
RE
234
RBC Europe
United Kingdom
$192K
BFC
235
Bedel Financial Consulting
Indiana
$180K
SFS
236
Sowell Financial Services
Arkansas
$178K -$437K -7,600 -66%
BEI
237
Benjamin Edwards Inc
Missouri
$145K +$124K +2,159 +218%
CAL
238
Capital Analysts LLC
Pennsylvania
$144K
SPIA
239
Steward Partners Investment Advisory
New York
$137K +$19.4K +337 +13%
FM
240
Family Management
New York
$136K +$74.8K +1,300 +80%
SFC
241
SYM Financial Corp
Indiana
$132K
WCAMG
242
Woodard & Company Asset Management Group
North Carolina
$129K
TL
243
TrueWealth LLC
Georgia
$122K
SF
244
Synovus Financial
Georgia
$105K +$60.4K +1,051 +87%
FRA
245
Front Row Advisors
California
$101K +$106K +1,838 +1,361%
FANJ
246
Financial Architects (New Jersey)
New Jersey
$101K +$114K +1,988 +1,025%
BWA
247
BDO Wealth Advisors
Florida
$99K +$123K +2,136 New
MA
248
MCF Advisors
Kentucky
$93K
FFC
249
First Financial Corp
Indiana
$81K
Bank Julius Baer & Co
250
Bank Julius Baer & Co
Switzerland
$78K +$96.6K +1,680 New