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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Pure Financial Advisors
California
$870K +$44.7K +495 +6%
VAM
327
Verity Asset Management
North Carolina
$869K -$786K -8,706 -49%
MGIA
328
Moneta Group Investment Advisors
Missouri
$861K +$242K +2,682 +42%
TWA
329
Talisman Wealth Advisors
New Jersey
$844K +$5.6K +62 +0.7%
SHGA
330
Sand Hill Global Advisors
California
$830K
NL
331
NWAM LLC
Washington
$818K +$40.9K +453 +6%
OAM
332
Occidental Asset Management
California
$818K -$821K -9,099 -51%
BWCS
333
Beirne Wealth Consulting Services
Connecticut
$809K -$74.5K -826 -9%
CWM
334
Congress Wealth Management
Massachusetts
$808K +$378K +4,184 +96%
ICP
335
Interchange Capital Partners
Pennsylvania
$802K +$3.16K +35 +0.4%
EAM
336
Empirical Asset Management
Massachusetts
$787K
WHCFA
337
William Howard & Co Financial Advisors
Tennessee
$762K -$41.9K -464 -5%
Citadel Advisors
338
Citadel Advisors
Florida
$762K -$5.6M -62,007 -89%
EFL
339
ERn Financial LLC
Wisconsin
$741K +$90 +1 +0%
DADC
340
D.A. Davidson & Co
Montana
$726K -$11.5K -127 -2%
BCI
341
Brinker Capital Investments
Pennsylvania
$726K +$121K +1,343 +21%
VCA
342
Verdence Capital Advisors
Maryland
$714K +$2.17K +24 +0.3%
WT
343
Whittier Trust
California
$710K
FAI
344
Fiduciary Advisors Inc
Missouri
$703K +$9.3K +103 +1%
IWB
345
Innovative Wealth Building
Maryland
$702K -$579K -6,414 -46%
OPTFSNA
346
Old Point Trust & Financial Services N A
Virginia
$697K +$67.2K +745 +11%
RSWM
347
Robertson Stephens Wealth Management
California
$695K -$4.75M -52,661 -88%
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$683K +$14K +155 +2%
SFA
349
Sequoia Financial Advisors
Ohio
$678K -$605K -6,703 -48%
TCA
350
Transcend Capital Advisors
New Jersey
$672K -$99.6K -1,104 -13%