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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
251
Level Four Advisory Services
Texas
$378K +$114K +1,731 +46%
MWM
252
Modera Wealth Management
New Jersey
$368K – – –
SPIA
253
Steward Partners Investment Advisory
New York
$364K +$136K +2,069 +64%
MGIA
254
Moneta Group Investment Advisors
Missouri
$357K +$340K +5,181 New
PO
255
Private Ocean
California
$356K +$339K +5,169 New
OWA
256
Octavia Wealth Advisors
Ohio
$354K -$77K -1,174 -19%
BCM
257
BTC Capital Management
Iowa
$354K – – –
SCM
258
SOL Capital Management
Maryland
$353K – – –
CWC
259
Carolinas Wealth Consulting
North Carolina
$349K – – –
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$347K -$482K -7,346 -59%
BEI
261
Benjamin Edwards Inc
Missouri
$338K -$36.9K -562 -10%
UFA
262
US Financial Advisors
Massachusetts
$338K +$322K +4,911 New
DJSG
263
D.J. St. Germain
Massachusetts
$337K -$10.1K -154 -3%
EIP
264
Ellis Investment Partners
Pennsylvania
$330K -$9.51K -145 -3%
SS
265
Sunbelt Securities
Texas
$327K +$311K +4,740 New
VCA
266
Verdence Capital Advisors
Maryland
$318K +$1.11K +17 +0.4%
Kovitz Investment Group Partners
267
Kovitz Investment Group Partners
Illinois
$312K -$47.6K -726 -14%
WCM
268
Windham Capital Management
Massachusetts
$310K – – –
SC
269
Savant Capital
Illinois
$308K +$9.91K +151 +3%
CRI
270
Colonial River Investments
Virginia
$307K +$17.8K +271 +6%
AIA
271
Angeles Investment Advisors
California
$305K +$290K +4,421 New
VAS
272
Vestmark Advisory Solutions
Massachusetts
$300K +$285K +4,347 New
LNC
273
Lincoln National Corp
Pennsylvania
$300K +$286K +4,358 New
B
274
Bellecapital
Switzerland
$296K -$506K -7,709 -64%
IFG
275
Independent Financial Group
California
$294K -$7.68K -117 -3%