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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
301
GC Wealth Management RIA
Massachusetts
$1.21M +$1.25M +11,876 New
BWM
302
Brickley Wealth Management
California
$1.21M
RIS
303
Richmond Investment Services
Wisconsin
$1.2M +$250K +2,386 +26%
BFG
304
Bleakley Financial Group
New Jersey
$1.18M +$111K +1,062 +10%
Bessemer Group
305
Bessemer Group
New Jersey
$1.18M +$417K +3,975 +53%
ATC
306
Argent Trust Co
Tennessee
$1.17M +$49.5K +472 +4%
VCP
307
Verus Capital Partners
Arizona
$1.14M +$22.3K +213 +2%
EIA
308
Eldridge Investment Advisors
New Hampshire
$1.14M -$23.5K -224 -2%
PIA
309
Perennial Investment Advisors
California
$1.13M +$178K +1,694 +18%
AEPWM
310
Atlantic Edge Private Wealth Management
Florida
$1.12M +$9.96K +95 +0.9%
CCM
311
Coldstream Capital Management
Washington
$1.11M +$9.96K +95 +0.9%
NL
312
NWAM LLC
Washington
$1.11M -$91K -868 -7%
PFA
313
Pure Financial Advisors
California
$1.09M -$2.1K -20 -0.2%
WPC
314
White Pine Capital
Minnesota
$1.07M
SIS
315
Sound Income Strategies
Florida
$1.06M -$10.7K -102 -1%
SWA
316
Stratos Wealth Advisors
Ohio
$1.04M +$1.36K +13 +0.1%
Jane Street
317
Jane Street
New York
$1.04M +$1.06M +10,136 New
JWA
318
JFS Wealth Advisors
Pennsylvania
$1.03M +$315 +3 +0%
WIA
319
World Investment Advisors
California
$1.02M +$3.67K +35 +0.4%
MMPW
320
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$1.05K +10 +0.1%
PFM
321
Phillips Financial Management
Indiana
$1.01M -$205K -1,955 -16%
TCWM
322
Total Clarity Wealth Management
Illinois
$1.01M +$554K +5,282 +115%
EWA
323
Elevate Wealth Advisory
Georgia
$997K +$5.14K +49 +0.5%
RWRC
324
R.W. Roge & Company
New York
$989K -$3.98K -38 -0.4%
CFO
325
Collective Family Office
Pennsylvania
$981K -$367K -3,500 -27%