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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
301
Eaton Vance Management
Massachusetts
$370K +$14.8K +200 +4%
PO
302
Private Ocean
California
$369K -$7.42K -100 -2%
MCWS
303
McKinley Carter Wealth Services
West Virginia
$361K -$379K -5,106 -52%
EIP
304
Ellis Investment Partners
Pennsylvania
$361K +$1.11K +15 +0.3%
DJSG
305
D.J. St. Germain
Massachusetts
$350K -$22.3K -300 -6%
WCM
306
Windham Capital Management
Massachusetts
$344K – – –
IAG
307
Investment Advisory Group
Massachusetts
$344K +$338K +4,558 New
V
308
Veritable
Delaware
$340K -$3.78K -51 -1%
CA
309
Claro Advisors
Massachusetts
$336K +$326K +4,399 New
CRI
310
Colonial River Investments
Virginia
$335K +$326K +4,393 New
IFG
311
Independent Financial Group
California
$333K +$6.75K +91 +2%
FANJ
312
Financial Architects (New Jersey)
New Jersey
$332K -$1.41K -19 -0.4%
B
313
Bellecapital
Switzerland
$328K – – –
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
$327K +$390K +5,255 New
CS
315
Comerica Securities
Michigan
$322K -$32.3K -436 -9%
ARC
316
Advisor Resource Council
Texas
$322K +$313K +4,226 New
PWM
317
PBMares Wealth Management
Virginia
$321K -$97.5K -1,315 -24%
YIH
318
Y-Intercept (HK)
Hong Kong
$311K +$303K +4,079 New
BFC
319
Bedel Financial Consulting
Indiana
$307K – – –
BCA
320
Bay Colony Advisors
Massachusetts
$305K +$371 +5 +0.1%
DADC
321
D.A. Davidson & Co
Montana
$303K – – –
SWM
322
SFG Wealth Management
Maryland
$302K +$293K +3,956 New
ODIJL
323
One Day In July LLC
Vermont
$301K +$292K +3,937 New
VAM
324
Verity Asset Management
North Carolina
$300K +$37.2K +502 +15%
MIA
325
MMBG Investment Advisors
Florida
$299K +$291K +3,919 New