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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
276
KCM Investment Advisors
California
$1.08M
NL
277
NWAM LLC
Washington
$1.05M -$114K -1,327 -10%
NFG
278
Nations Financial Group
Iowa
$1.04M
MWM
279
Mascoma Wealth Management
New Hampshire
$1.04M -$148K -1,720 -13%
CL
280
Choreo LLC
Illinois
$1.02M -$61.4K -713 -6%
NCM
281
Next Capital Management
New York
$1.01M +$123K +1,424 +15%
EFS
282
Essex Financial Services
Connecticut
$1.01M
CAM
283
Cozad Asset Management
Illinois
$1M
ATC
284
Argent Trust Co
Tennessee
$988K -$14.9K -173 -2%
WG
285
Watchman Group
Texas
$984K -$27.5K -320 -3%
PG
286
Patten Group
Tennessee
$977K +$321K +3,732 +53%
Lido Advisors
287
Lido Advisors
California
$965K +$144K +1,668 +19%
JWA
288
JFS Wealth Advisors
Pennsylvania
$947K
HNB
289
Huntington National Bank
Ohio
$941K +$28.9K +336 +3%
OCPWS
290
One Charles Private Wealth Services
Massachusetts
$917K
RRA
291
Round Rock Advisors
Connecticut
$915K -$52K -604 -6%
CCM
292
Coldstream Capital Management
Washington
$915K
SCM
293
Seascape Capital Management
New Hampshire
$902K
SFS
294
Strategic Financial Services
New York
$883K -$127K -1,477 -13%
CB
295
Commerce Bank
Missouri
$882K -$182K -2,112 -18%
AEPWM
296
Atlantic Edge Private Wealth Management
Florida
$878K +$21.1K +245 +3%
Pathstone Holdings
297
Pathstone Holdings
New Jersey
$865K +$1.81K +21 +0.2%
EFL
298
ERn Financial LLC
Wisconsin
$862K +$5.51K +64 +0.7%
MMPW
299
Mitchell McLeod Pugh & Williams
Alabama
$859K +$81.8K +950 +11%
RWRC
300
R.W. Roge & Company
New York
$846K +$137K +1,588 +20%