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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Coldstream Capital Management
Washington
$755K -$47.6K -607 -6%
SCM
277
Seascape Capital Management
New Hampshire
$744K – – –
NL
278
NWAM LLC
Washington
$717K -$29.5K -376 -4%
GVAG
279
Great Valley Advisor Group
Delaware
$710K -$23.5K -300 -3%
PFO
280
Pathstone Family Office
New Jersey
$705K +$348K +4,430 +89%
TWA
281
Talisman Wealth Advisors
New Jersey
$700K +$4.55K +58 +0.6%
BRWA
282
B. Riley Wealth Advisors
Florida
$697K +$10.5K +134 +1%
EFL
283
ERn Financial LLC
Wisconsin
$681K -$43.2K -551 -6%
TC
284
Telemus Capital
Michigan
$674K -$382K -4,871 -35%
IC
285
IEQ Capital
California
$669K – – –
SWA
286
Stratos Wealth Advisors
Ohio
$669K – – –
FCM
287
Firestone Capital Management
Florida
$664K – – –
Envestnet Portfolio Solutions
288
Envestnet Portfolio Solutions
Illinois
$663K +$697K +8,885 New
BOM
289
Bank of Marin
California
$654K – – –
Thrivent Financial for Lutherans
290
Thrivent Financial for Lutherans
Minnesota
$649K -$447K -5,701 -40%
PFA
291
Pure Financial Advisors
California
$637K – – –
MMPW
292
Mitchell McLeod Pugh & Williams
Alabama
$618K +$49.4K +630 +8%
SL
293
SWMG LLC
Texas
$618K +$241K +3,067 +59%
WP
294
Wealthspan Partners
Iowa
$615K -$304K -3,871 -32%
ICP
295
Interchange Capital Partners
Pennsylvania
$614K -$4.39K -56 -0.7%
WP
296
WealthSource Partners
California
$608K -$14.9K -190 -2%
PIA
297
Perennial Investment Advisors
California
$607K -$26.1K -332 -4%
Kovitz Investment Group Partners
298
Kovitz Investment Group Partners
Illinois
$603K -$22.1K -282 -3%
VCA
299
Verdence Capital Advisors
Maryland
$584K +$32.4K +413 +6%
GIA
300
Gladstone Institutional Advisory
Florida
$582K +$2.59K +33 +0.4%