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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
276
Fortis Advisors
Pennsylvania
$1.13M +$5.46K +62 +0.5%
NCM
277
Next Capital Management
New York
$1.12M +$137K +1,559 +14%
WA
278
Waverly Advisors
Alabama
$1.11M -$1.68K -19 -0.2%
CFG
279
Carr Financial Group
Massachusetts
$1.08M -$18.2K -206 -2%
BWM
280
Brickley Wealth Management
California
$1.06M – – –
EFS
281
Essex Financial Services
Connecticut
$1.02M +$24K +272 +2%
SHGA
282
Sand Hill Global Advisors
California
$1.02M +$1.02M +11,604 New
GVAG
283
Great Valley Advisor Group
Delaware
$1.01M +$403K +4,571 +66%
PG
284
Patten Group
Tennessee
$1.01M +$57K +647 +6%
ATC
285
Argent Trust Co
Tennessee
$994K +$31.9K +362 +3%
CAM
286
Cozad Asset Management
Illinois
$975K – – –
Lido Advisors
287
Lido Advisors
California
$954K +$14.3K +162 +2%
PW
288
Peninsula Wealth
California
$952K +$719K +8,160 +339%
MCA
289
Magnolia Capital Advisors
Mississippi
$931K +$931K +10,567 New
JWA
290
JFS Wealth Advisors
Pennsylvania
$923K – – –
WFA
291
WMG Financial Advisors
Tennessee
$895K +$510K +5,785 +132%
CCM
292
Coldstream Capital Management
Washington
$891K – – –
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
$887K +$617K +7,006 +229%
OCPWS
294
One Charles Private Wealth Services
Massachusetts
$884K -$9.96K -113 -1%
EAM
295
Empirical Asset Management
Massachusetts
$881K +$25.1M +284,606 New
SCM
296
Seascape Capital Management
New Hampshire
$879K – – –
HNB
297
Huntington National Bank
Ohio
$872K -$45.9K -521 -5%
WG
298
Watchman Group
Texas
$868K -$90.8K -1,030 -9%
CB
299
Commerce Bank
Missouri
$860K – – –
WPC
300
White Pine Capital
Minnesota
$855K +$8.37K +95 +1%