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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$580K +$55.4K +770 +11%
GVAG
227
Great Valley Advisor Group
Delaware
$578K +$310K +4,311 +116%
CFA
228
Cahill Financial Advisors
Minnesota
$574K +$2.09K +29 +0.4%
CAM
229
Cresset Asset Management
Illinois
$565K – – –
BPA
230
Beacon Pointe Advisors
California
$560K -$19.1K -265 -3%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$553K +$500K +6,949 +927%
Citadel Advisors
232
Citadel Advisors
Florida
$548K +$548K +7,620 New
RFN
233
RDA Financial Network
Iowa
$541K +$541K +7,520 New
WT
234
Whittier Trust
California
$530K – – –
KL
235
KWMG LLC
Kansas
$515K – – –
GIA
236
Gladstone Institutional Advisory
Florida
$513K +$117K +1,630 +30%
UWPG
237
Ullmann Wealth Partners Group
Florida
$505K +$144 +2 +0%
VAM
238
Verity Asset Management
North Carolina
$505K +$52K +723 +11%
CL
239
CIM LLC
New York
$500K -$20.6K -287 -4%
Northern Trust
240
Northern Trust
Illinois
$490K – – –
APG
241
Abacus Planning Group
South Carolina
$485K – – –
LNC
242
Lincoln National Corp
Pennsylvania
$478K +$164K +2,278 +52%
CCMD
243
Cypress Capital Management (Delaware)
Delaware
$476K – – –
SAS
244
Sanford Advisory Services
Michigan
$461K – – –
CAM
245
Cozad Asset Management
Illinois
$459K – – –
LFAS
246
Level Four Advisory Services
Texas
$459K +$64.1K +891 +16%
PPA
247
Parametric Portfolio Associates
Washington
$458K -$8.82M -122,658 -95%
BFG
248
Barber Financial Group
Kansas
$454K +$454K +6,309 New
CS
249
Comerica Securities
Michigan
$451K +$148K +2,062 +49%
SPIA
250
Steward Partners Investment Advisory
New York
$448K +$67K +932 +18%