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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$379K -$44.4K -757 -11%
V
227
Veritable
Delaware
$375K +$85.8K +1,464 +32%
RWM
228
Raffa Wealth Management
District of Columbia
$371K +$15.3K +262 +5%
RTS
229
Round Table Services
New Jersey
$366K +$344K +5,878 New
RBC
230
Roble Belko & Company
Pennsylvania
$365K – – –
SFC
231
SYM Financial Corp
Indiana
$364K +$164K +2,793 +91%
Prudential Financial
232
Prudential Financial
New Jersey
$357K +$24.1K +411 +8%
JWCA
233
J.W. Cole Advisors
Florida
$352K +$331K +5,657 New
CAM
234
Cresset Asset Management
Illinois
$350K +$68.8K +1,175 +26%
HA
235
Heartland Advisors
Wisconsin
$347K +$327K +5,577 New
RG
236
Rikoon Group
New Mexico
$343K -$75.8K -1,293 -19%
BEI
237
Benjamin Edwards Inc
Missouri
$340K +$24K +409 +8%
GJIC
238
Gamble Jones Investment Counsel
California
$335K +$9.84K +168 +3%
MWM
239
Modera Wealth Management
New Jersey
$332K -$252K -4,302 -45%
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
$327K +$91.5K +1,561 +42%
BCM
241
BTC Capital Management
Iowa
$320K – – –
SCM
242
SOL Capital Management
Maryland
$319K – – –
CWC
243
Carolinas Wealth Consulting
North Carolina
$315K – – –
DJSG
244
D.J. St. Germain
Massachusetts
$314K – – –
SAS
245
Sanford Advisory Services
Michigan
$310K +$292K +4,980 New
EIP
246
Ellis Investment Partners
Pennsylvania
$307K -$11K -188 -4%
WS
247
Wedbush Securities
California
$302K -$23.3K -398 -8%
OAM
248
Oppenheimer Asset Management
New York
$302K +$285K +4,861 New
IA
249
IFP Advisors
Florida
$293K -$15.8K -270 -5%
NGA
250
Naples Global Advisors
Florida
$289K -$18.2K -310 -6%