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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
226
Moneta Group Investment Advisors
Missouri
$724K +$70.3K +979 +10%
JWA
227
JFS Wealth Advisors
Pennsylvania
$723K – – –
NL
228
NWAM LLC
Washington
$706K -$323K -4,499 -30%
RRA
229
Round Rock Advisors
Connecticut
$701K -$48.8K -679 -6%
GJIC
230
Gamble Jones Investment Counsel
California
$700K +$247K +3,435 +49%
NFP
231
Narus Financial Partners
Utah
$686K – – –
DCM
232
Disciplina Capital Management
Tennessee
$665K -$1.29K -18 -0.2%
HNB
233
Huntington National Bank
Ohio
$661K -$35.9K -500 -5%
GVAG
234
Great Valley Advisor Group
Delaware
$656K – – –
NRI
235
NFP Retirement Inc
California
$647K +$695K +9,673 New
WP
236
WealthSource Partners
California
$643K -$111K -1,551 -14%
FHA
237
Flagship Harbor Advisors
Massachusetts
$642K +$27.9K +389 +4%
EFL
238
ERn Financial LLC
Wisconsin
$631K -$624K -8,690 -48%
FTS
239
Fifth Third Securities
Ohio
$628K +$15.3K +213 +2%
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$617K -$395M -5,496,721 -100%
FCM
241
Firestone Capital Management
Florida
$595K – – –
CCM
242
Coldstream Capital Management
Washington
$584K +$627K +8,728 New
RJT
243
Raymond James Trust
Florida
$579K – – –
BFWA
244
Benchmark Financial Wealth Advisors
Florida
$576K -$8.19K -114 -1%
GT
245
Glenview Trust
Kentucky
$576K – – –
PFA
246
Pure Financial Advisors
California
$571K – – –
Lido Advisors
247
Lido Advisors
California
$559K – – –
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$557K -$65.4K -911 -10%
APW
249
Atlantic Private Wealth
North Carolina
$550K +$591K +8,223 New
FA
250
FDx Advisors
Illinois
$547K +$1.15K +16 +0.2%