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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
276
Triad Financial Advisors
North Carolina
$493K +$479K +6,455 New
CPO
277
Cerity Partners OCIO
New York
$486K -$196K -2,640 -29%
PFWA
278
Paces Ferry Wealth Advisors
Georgia
$474K +$460K +6,208 New
GJIC
279
Gamble Jones Investment Counsel
California
$473K +$22K +297 +5%
MWM
280
Modera Wealth Management
New Jersey
$470K +$63K +850 +16%
EFS
281
Essex Financial Services
Connecticut
$468K +$70.5K +951 +18%
JWCA
282
J.W. Cole Advisors
Florida
$462K +$449K +6,048 New
CWM
283
Collaborative Wealth Management
Florida
$458K +$445K +6,002 New
RBC
284
Roble Belko & Company
Pennsylvania
$448K
BRWA
285
B. Riley Wealth Advisors
Florida
$439K +$297 +4 +0.1%
SS
286
Sunbelt Securities
Texas
$438K +$59.9K +808 +16%
SC
287
Sierra Capital
Florida
$436K
CL
288
CIM LLC
New York
$435K -$44.9K -606 -9%
VCA
289
Verdence Capital Advisors
Maryland
$413K +$1.41K +19 +0.4%
CWC
290
Carolinas Wealth Consulting
North Carolina
$396K +$8.23K +111 +2%
BCM
291
BTC Capital Management
Iowa
$392K
SCM
292
SOL Capital Management
Maryland
$392K
BFS
293
Bradley Foster & Sargent
Connecticut
$388K
QCM
294
Quest Capital Management
Texas
$386K +$375K +5,053 New
BWM
295
Brickley Wealth Management
California
$376K +$366K +4,931 New
BEI
296
Benjamin Edwards Inc
Missouri
$375K +$22K +296 +6%
Boston Partners
297
Boston Partners
Massachusetts
$373K +$361K +4,864 New
ClearBridge Investments
298
ClearBridge Investments
New York
$371K +$361K +4,864 New
EVM
299
Eaton Vance Management
Massachusetts
$370K +$14.8K +200 +4%
PO
300
Private Ocean
California
$369K -$7.42K -100 -2%