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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Seascape Capital Management
New Hampshire
$1.11M +$1.09M +15,724 New
W
227
Wealthquest
Ohio
$1.11M +$9.32K +134 +0.9%
MFA
228
Morling Financial Advisors
California
$1.11M – – –
WP
229
Wealthspan Partners
Iowa
$1.1M -$417 -6 -0%
USCWA
230
U.S. Capital Wealth Advisors
Texas
$1.1M +$420K +6,045 +64%
CG
231
CFO4Life Group
Texas
$1.09M – – –
C
232
CFO4Life
Texas
$1.09M +$1.07M +15,423 New
MCA
233
Magnolia Capital Advisors
Mississippi
$1.08M -$10.6K -152 -1%
TC
234
Telemus Capital
Michigan
$1.08M +$204K +2,929 +25%
MHS
235
M Holdings Securities
Oregon
$1.08M +$1.06M +15,272 New
CHJWM
236
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.07M +$209 +3 +0%
WPC
237
White Pine Capital
Minnesota
$1.05M +$29.8K +428 +3%
PFM
238
Phillips Financial Management
Indiana
$1.05M -$41.5K -597 -4%
PPW
239
Presilium Private Wealth
Pennsylvania
$1.03M +$1.02M +14,649 New
SL
240
SWMG LLC
Texas
$987K +$972K +13,972 New
First Manhattan
241
First Manhattan
New York
$956K -$27.8K -400 -3%
MCA
242
Maryland Capital Advisors
Maryland
$945K +$498K +7,159 +115%
WG
243
Watchman Group
Texas
$939K +$925K +13,301 New
LNC
244
Lincoln National Corp
Pennsylvania
$938K -$58.1K -836 -6%
PA
245
Prism Advisors
California
$932K – – –
NFP
246
Narus Financial Partners
Utah
$924K -$41.7K -600 -4%
CIC
247
Carnegie Investment Counsel
Ohio
$916K +$901K +12,963 New
CB
248
Commerce Bank
Missouri
$898K -$19.8K -285 -2%
SWM
249
Spire Wealth Management
Virginia
$893K +$251K +3,609 +40%
FA
250
Fortis Advisors
Pennsylvania
$883K +$16.7K +240 +2%