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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
251
Total Investment Management
Arizona
$224K +$214K +3,551 New
CBFP
252
Cedar Brook Financial Partners
Ohio
$216K +$206K +3,421 New
MFG
253
Magnus Financial Group
New York
$216K +$207K +3,427 New
KCM
254
Kathmere Capital Management
Pennsylvania
$213K +$204K +3,377 New
Lido Advisors
255
Lido Advisors
California
$213K +$204K +3,386 New
SCP
256
Syntal Capital Partners
Texas
$212K +$203K +3,372 New
BA
257
Bristlecone Advisors
Washington
$208K +$199K +3,300 New
PA
258
Pinnacle Associates
New York
$205K +$196K +3,250 New
PWMAG
259
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$196K +3,250 New
Brown Advisory
260
Brown Advisory
Maryland
$204K +$196K +3,243 New
SWM
261
SeaCrest Wealth Management
New York
$201K +$192K +3,187 New
CAL
262
Capital Analysts LLC
Pennsylvania
$196K -$17.4K -288 -8%
SFC
263
SYM Financial Corp
Indiana
$180K – – –
WCAMG
264
Woodard & Company Asset Management Group
North Carolina
$176K +$169K +2,800 New
TL
265
TrueWealth LLC
Georgia
$167K – – –
SPIA
266
Steward Partners Investment Advisory
New York
$166K -$5.06K -84 -3%
OAM
267
Oppenheimer Asset Management
New York
$153K +$147K +2,431 New
CAAS
268
Capital Asset Advisory Services
Michigan
$141K +$134K +2,216 New
WHG
269
Westwood Holdings Group
Texas
$138K +$132K +2,184 New
FCA
270
FinTrust Capital Advisors
South Carolina
$137K -$565K -9,377 -81%
MCWS
271
McKinley Carter Wealth Services
West Virginia
$128K +$123K +2,037 New
MA
272
MCF Advisors
Kentucky
$127K – – –
TI
273
tru Independence
Oregon
$117K +$153K +2,537 New
FFC
274
First Financial Corp
Indiana
$111K – – –
FM
275
Family Management
New York
$103K +$16.1K +267 +20%