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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
251
Evermay Wealth Management
Virginia
$944K
PFS
252
Prospera Financial Services
Texas
$940K +$478K +6,087 +94%
FPAS
253
Focus Partners Advisor Solutions
Missouri
$937K -$134K -1,703 -12%
FA
254
Fortis Advisors
Pennsylvania
$935K
CFG
255
Carr Financial Group
Massachusetts
$925K
TI
256
Trexquant Investment
Connecticut
$895K +$432K +5,506 +85%
WPC
257
Wedmont Private Capital
Pennsylvania
$894K +$940K +11,983 New
KIA
258
KCM Investment Advisors
California
$891K -$19.6K -250 -2%
CB
259
Commerce Bank
Missouri
$886K -$66.8K -851 -7%
NFG
260
Nations Financial Group
Iowa
$884K -$14.8K -189 -2%
Deutsche Bank
261
Deutsche Bank
Germany
$866K +$911K +11,602 New
WA
262
Waverly Advisors
Alabama
$863K
AWM
263
Alterna Wealth Management
Texas
$844K +$176K +2,247 +25%
EFS
264
Essex Financial Services
Connecticut
$829K +$15.7K +200 +2%
EIA
265
Eldridge Investment Advisors
New Hampshire
$829K +$6.28K +80 +0.7%
ATC
266
Argent Trust Co
Tennessee
$828K
CAM
267
Cozad Asset Management
Illinois
$826K
FA
268
Flagstar Advisors
New York
$825K -$7.69K -98 -0.9%
SFG
269
Sovereign Financial Group
Connecticut
$810K -$82.3K -1,049 -9%
RRA
270
Round Rock Advisors
Connecticut
$800K -$18.8K -240 -2%
YIH
271
Y-Intercept (HK)
Hong Kong
$787K +$587K +7,475 +243%
HNB
272
Huntington National Bank
Ohio
$785K +$36.6K +466 +5%
JWA
273
JFS Wealth Advisors
Pennsylvania
$781K
FA
274
FDx Advisors
Illinois
$770K +$160K +2,036 +25%
CCM
275
Coldstream Capital Management
Washington
$755K -$47.6K -607 -6%