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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
226
Guidance Point Advisors
Massachusetts
$222K +$224K +4,103 New
MA
227
Mutual Advisors
Nebraska
$220K -$2.57K -47 -1%
BFC
228
Bedel Financial Consulting
Indiana
$218K +$6.23K +114 +3%
AP
229
Appleton Partners
Massachusetts
$216K
LFAS
230
Level Four Advisory Services
Texas
$213K -$177K -3,234 -45%
SSWM
231
Sheets Smith Wealth Management
North Carolina
$209K +$437 +8 +0.2%
PFA
232
Pinnacle Family Advisors
Missouri
$204K -$18.7K -343 -8%
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$201K +$202K +3,694 New
SPIA
234
Steward Partners Investment Advisory
New York
$169K -$7.82K -143 -4%
CAL
235
Capital Analysts LLC
Pennsylvania
$169K
SFC
236
SYM Financial Corp
Indiana
$166K +$10.5K +193 +7%
OIA
237
Optimum Investment Advisors
Illinois
$163K -$213K -3,900 -57%
WP
238
WealthShield Partners
North Carolina
$159K +$12.9K +236 +9%
WCG
239
Weaver Consulting Group
California
$156K
WCAMG
240
Woodard & Company Asset Management Group
North Carolina
$152K
AssetMark Inc
241
AssetMark Inc
California
$151K +$152K +2,778 New
SIAS
242
Shine Investment Advisory Services
Colorado
$142K -$352K -6,436 -71%
Bessemer Group
243
Bessemer Group
New Jersey
$134K +$135K +2,465 New
IFAM
244
Institutional & Family Asset Management
Colorado
$126K +$6.67K +122 +6%
BWA
245
BDO Wealth Advisors
Florida
$125K +$63.8K +1,168 +104%
SFS
246
Sowell Financial Services
Arkansas
$118K -$1.97K -36 -2%
RG
247
Retirement Group
California
$111K -$8.58K -157 -7%
MA
248
MCF Advisors
Kentucky
$109K
PMFA
249
Plante Moran Financial Advisors
Michigan
$109K +$110K +2,005 New
CFB
250
Cullen/Frost Bankers
Texas
$108K +$68.2K +1,248 +167%