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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
251
Moneta Group Investment Advisors
Missouri
$440K +$451K +6,208 New
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$436K -$263K -3,615 -37%
SW
253
SVB Wealth
Massachusetts
$432K -$424K -5,841 -49%
SC
254
Sierra Capital
Florida
$423K – – –
GJIC
255
Gamble Jones Investment Counsel
California
$418K -$13.7K -188 -3%
RBC
256
Roble Belko & Company
Pennsylvania
$416K – – –
BRWA
257
B. Riley Wealth Advisors
Florida
$408K -$6.74M -92,847 -94%
TC
258
TownSquare Capital
Utah
$404K +$414K +5,705 New
PWM
259
PBMares Wealth Management
Virginia
$392K -$12K -165 -3%
VAS
260
Vestmark Advisory Solutions
Massachusetts
$385K +$14K +193 +4%
MP
261
McDonald Partners
Ohio
$384K – – –
VCA
262
Verdence Capital Advisors
Maryland
$382K +$52.5K +723 +15%
MWM
263
Modera Wealth Management
New Jersey
$376K -$2.32K -32 -0.6%
AIC
264
Ameritas Investment Company
Nebraska
$368K +$235K +3,232 +165%
EFS
265
Essex Financial Services
Connecticut
$367K +$101K +1,384 +36%
BCM
266
BTC Capital Management
Iowa
$364K – – –
SCM
267
SOL Capital Management
Maryland
$364K – – –
BFS
268
Bradley Foster & Sargent
Connecticut
$361K +$369K +5,087 New
CWC
269
Carolinas Wealth Consulting
North Carolina
$359K +$73 +1 +0%
SS
270
Sunbelt Securities
Texas
$355K – – –
PO
271
Private Ocean
California
$349K -$17.5K -241 -5%
DJSG
272
D.J. St. Germain
Massachusetts
$347K – – –
EIP
273
Ellis Investment Partners
Pennsylvania
$334K -$6.61K -91 -2%
CS
274
Comerica Securities
Michigan
$330K -$116K -1,601 -26%
EVM
275
Eaton Vance Management
Massachusetts
$329K +$3.49K +48 +1%