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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
276
Catalyst Private Wealth
California
$495K – – –
DG
277
Doman Group
New York
$493K +$479K +6,452 New
TFA
278
Triad Financial Advisors
North Carolina
$493K +$479K +6,455 New
CPO
279
Cerity Partners OCIO
New York
$486K -$196K -2,640 -29%
PFWA
280
Paces Ferry Wealth Advisors
Georgia
$474K +$460K +6,208 New
GJIC
281
Gamble Jones Investment Counsel
California
$473K +$22K +297 +5%
MWM
282
Modera Wealth Management
New Jersey
$470K +$63K +850 +16%
EFS
283
Essex Financial Services
Connecticut
$468K +$70.5K +951 +18%
JWCA
284
J.W. Cole Advisors
Florida
$462K +$449K +6,048 New
CWM
285
Collaborative Wealth Management
Florida
$458K +$445K +6,002 New
RBC
286
Roble Belko & Company
Pennsylvania
$448K – – –
BRWA
287
B. Riley Wealth Advisors
Florida
$439K +$297 +4 +0.1%
SS
288
Sunbelt Securities
Texas
$438K +$59.9K +808 +16%
SC
289
Sierra Capital
Florida
$436K – – –
CL
290
CIM LLC
New York
$435K -$44.9K -606 -9%
VCA
291
Verdence Capital Advisors
Maryland
$413K +$1.41K +19 +0.4%
CWC
292
Carolinas Wealth Consulting
North Carolina
$396K +$8.23K +111 +2%
BCM
293
BTC Capital Management
Iowa
$392K – – –
SCM
294
SOL Capital Management
Maryland
$392K – – –
BFS
295
Bradley Foster & Sargent
Connecticut
$388K – – –
QCM
296
Quest Capital Management
Texas
$386K +$375K +5,053 New
BWM
297
Brickley Wealth Management
California
$376K +$366K +4,931 New
BEI
298
Benjamin Edwards Inc
Missouri
$375K +$22K +296 +6%
Boston Partners
299
Boston Partners
Massachusetts
$373K +$361K +4,864 New
ClearBridge Investments
300
ClearBridge Investments
New York
$371K +$361K +4,864 New