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iShares Core S&P US Value ETF

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