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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
226
Ullmann Wealth Partners Group
Florida
$484K +$197 +3 +0%
BRWA
227
B. Riley Wealth Advisors
Florida
$469K +$46.8K +713 +12%
Northern Trust
228
Northern Trust
Illinois
$469K +$447K +6,814 New
MP
229
McDonald Partners
Ohio
$465K -$394 -6 -0.1%
APG
230
Abacus Planning Group
South Carolina
$464K – – –
WS
231
Wedbush Securities
California
$464K +$123K +1,870 +38%
FFN
232
Focus Financial Network
Minnesota
$463K +$441K +6,714 New
CCMD
233
Cypress Capital Management (Delaware)
Delaware
$456K -$11.5K -175 -3%
SAS
234
Sanford Advisory Services
Michigan
$442K +$94K +1,433 +29%
CAM
235
Cozad Asset Management
Illinois
$439K – – –
TC
236
Trilogy Capital
California
$434K +$413K +6,299 New
VAM
237
Verity Asset Management
North Carolina
$433K +$413K +6,290 New
PWM
238
PBMares Wealth Management
Virginia
$427K -$25.9K -395 -6%
SFC
239
SYM Financial Corp
Indiana
$426K +$21.7K +330 +6%
V
240
Veritable
Delaware
$416K – – –
RWM
241
Raffa Wealth Management
District of Columbia
$412K – – –
CWM
242
Collaborative Wealth Management
Florida
$410K +$355K +5,408 New
RBC
243
Roble Belko & Company
Pennsylvania
$404K – – –
GJIC
244
Gamble Jones Investment Counsel
California
$404K +$31.9K +486 +9%
TC
245
TAP Consulting
Missouri
$397K -$23.6K -360 -6%
RG
246
Rikoon Group
New Mexico
$394K +$12.5K +190 +3%
SC
247
Sierra Capital
Florida
$393K +$375K +5,708 New
JWCA
248
J.W. Cole Advisors
Florida
$385K -$4.13K -63 -1%
AF
249
Advisornet Financial
Minnesota
$383K +$279K +4,253 +325%
GIA
250
Gladstone Institutional Advisory
Florida
$379K +$78.5K +1,197 +28%