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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
276
WealthPLAN Partners
Nebraska
$219K +$201K +3,426 New
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$216K -$62.1K -1,060 -23%
SWM
278
SeaCrest Wealth Management
New York
$216K +$203K +3,473 New
MGAM
279
McGowan Group Asset Management
Texas
$212K +$200K +3,409 New
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$207K -$263K -4,484 -57%
GVAG
281
Great Valley Advisor Group
Delaware
$207K +$195K +3,331 New
SPIA
282
Steward Partners Investment Advisory
New York
$200K +$6.62K +113 +4%
LWP
283
Laurel Wealth Planning
Minnesota
$195K +$183K +3,132 New
OIA
284
Optimum Investment Advisors
Illinois
$187K – – –
WCAMG
285
Woodard & Company Asset Management Group
North Carolina
$174K – – –
CYG
286
Clean Yield Group
Vermont
$174K +$164K +2,794 New
GWM
287
Greenhouse Wealth Management
Connecticut
$156K +$147K +2,501 New
BWA
288
BDO Wealth Advisors
Florida
$143K +$117 +2 +0.1%
CWP
289
Concord Wealth Partners
Virginia
$142K +$134K +2,288 New
SFS
290
Sowell Financial Services
Arkansas
$131K -$3.28K -56 -3%
MA
291
MCF Advisors
Kentucky
$125K – – –
PMFA
292
Plante Moran Financial Advisors
Michigan
$125K – – –
CFB
293
Cullen/Frost Bankers
Texas
$124K – – –
FFC
294
First Financial Corp
Indiana
$109K – – –
Bank Julius Baer & Co
295
Bank Julius Baer & Co
Switzerland
$105K +$469 +8 +0.5%
AWM
296
Avior Wealth Management
Nebraska
$102K -$17K -291 -15%
AFS
297
Annapolis Financial Services
Maryland
$95K +$89.4K +1,526 New
FP
298
Financial Perspectives
Minnesota
$88K +$293 +5 +0.4%
LGWM
299
Litman Gregory Wealth Management
California
$85K – – –
ADL
300
Asset Dedication LLC
California
$81K -$13.2K -225 -15%