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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Modera Wealth Management
New Jersey
$368K
SPIA
252
Steward Partners Investment Advisory
New York
$364K +$136K +2,069 +64%
MGIA
253
Moneta Group Investment Advisors
Missouri
$357K +$340K +5,181 New
PO
254
Private Ocean
California
$356K +$339K +5,169 New
OWA
255
Octavia Wealth Advisors
Ohio
$354K -$77K -1,174 -19%
BCM
256
BTC Capital Management
Iowa
$354K
SCM
257
SOL Capital Management
Maryland
$353K
CWC
258
Carolinas Wealth Consulting
North Carolina
$349K
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$347K -$482K -7,346 -59%
BEI
260
Benjamin Edwards Inc
Missouri
$338K -$36.9K -562 -10%
UFA
261
US Financial Advisors
Massachusetts
$338K +$322K +4,911 New
DJSG
262
D.J. St. Germain
Massachusetts
$337K -$10.1K -154 -3%
EIP
263
Ellis Investment Partners
Pennsylvania
$330K -$9.51K -145 -3%
SS
264
Sunbelt Securities
Texas
$327K +$311K +4,740 New
VCA
265
Verdence Capital Advisors
Maryland
$318K +$1.11K +17 +0.4%
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
$312K -$47.6K -726 -14%
WCM
267
Windham Capital Management
Massachusetts
$310K
SC
268
Savant Capital
Illinois
$308K +$9.91K +151 +3%
CRI
269
Colonial River Investments
Virginia
$307K +$17.8K +271 +6%
AIA
270
Angeles Investment Advisors
California
$305K +$290K +4,421 New
VAS
271
Vestmark Advisory Solutions
Massachusetts
$300K +$285K +4,347 New
LNC
272
Lincoln National Corp
Pennsylvania
$300K +$286K +4,358 New
B
273
Bellecapital
Switzerland
$296K -$506K -7,709 -64%
IFG
274
Independent Financial Group
California
$294K -$7.68K -117 -3%
CS
275
Comerica Securities
Michigan
$289K -$1.37M -20,875 -83%