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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WealthPLAN Partners
Nebraska
$242K -$4.72K -72 -2%
Millennium Management
302
Millennium Management
New York
$238K +$227K +3,459 New
MGAM
303
McGowan Group Asset Management
Texas
$236K +$1.11K +17 +0.5%
PFA
304
Pinnacle Family Advisors
Missouri
$234K -$24.1K -368 -10%
BWP
305
BSW Wealth Partners
Colorado
$234K +$223K +3,402 New
MWP
306
Madison Wealth Partners
Wisconsin
$226K – – –
IA
307
IFG Advisory
Georgia
$223K -$214K -3,257 -50%
NAS
308
Nicolet Advisory Services
Wisconsin
$217K +$207K +3,154 New
PA
309
Pinnacle Associates
New York
$217K +$207K +3,155 New
SWM
310
SeaCrest Wealth Management
New York
$215K -$23.2K -353 -10%
WWM
311
WJ Wealth Management
Arizona
$215K +$205K +3,126 New
FHB
312
First Hawaiian Bank
Hawaii
$211K +$201K +3,064 New
KW
313
KWB Wealth
California
$211K +$201K +3,068 New
OIA
314
Optimum Investment Advisors
Illinois
$207K – – –
KF
315
Krilogy Financial
Missouri
$202K +$192K +2,931 New
MWM
316
Mission Wealth Management
California
$200K +$190K +2,900 New
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$41.6K -634 -18%
WCAMG
318
Woodard & Company Asset Management Group
North Carolina
$193K – – –
CFB
319
Cullen/Frost Bankers
Texas
$164K +$24.9K +380 +19%
LWP
320
Laurel Wealth Planning
Minnesota
$161K -$52K -793 -25%
BWA
321
BDO Wealth Advisors
Florida
$144K -$13.7K -209 -9%
MA
322
MCF Advisors
Kentucky
$138K – – –
HI
323
Harbour Investments
Wisconsin
$126K +$120K +1,825 New
AssetMark Inc
324
AssetMark Inc
California
$124K +$106K +1,608 +829%
FFC
325
First Financial Corp
Indiana
$121K – – –