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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
351
Aveo Capital Partners
Colorado
$241K +$234K +3,157 New
BWM
352
BNC Wealth Management
Oregon
$239K +$232K +3,126 New
ESB
353
Essex Savings Bank
Connecticut
$235K +$228K +3,074 New
LFA
354
Lauterbach Financial Advisors
Texas
$235K +$228K +3,077 New
WCM
355
WealthBridge Capital Management
Ohio
$232K -$440K -5,936 -66%
OIA
356
Optimum Investment Advisors
Illinois
$229K
KF
357
Krilogy Financial
Missouri
$224K
IA
358
IFG Advisory
Georgia
$222K +$3.04K +41 +1%
FHB
359
First Hawaiian Bank
Hawaii
$221K -$2.23K -30 -1%
WCG
360
Weaver Consulting Group
California
$221K
MWM
361
Mission Wealth Management
California
$220K -$10.5K -142 -5%
DLCIG
362
D.L. Carlson Investment Group
New Hampshire
$220K +$519 +7 +0.2%
KW
363
KWB Wealth
California
$218K -$29.1K -392 -12%
PIA
364
Perennial Investment Advisors
California
$218K -$12.8K -173 -6%
PFA
365
Pinnacle Family Advisors
Missouri
$217K -$41.4K -558 -16%
ZIC
366
ZWJ Investment Counsel
Georgia
$215K +$209K +2,818 New
WCAMG
367
Woodard & Company Asset Management Group
North Carolina
$214K
CYG
368
Clean Yield Group
Vermont
$213K
GG
369
GenWealth Group
New Jersey
$208K +$203K +2,734 New
SWM
370
SeaCrest Wealth Management
New York
$205K +$199K +2,683 New
AIA
371
Angeles Investment Advisors
California
$204K
AssetMark Inc
372
AssetMark Inc
California
$191K +$152K +2,045 +442%
BWA
373
BDO Wealth Advisors
Florida
$187K -$3.19K -43 -2%
MCA
374
Maryland Capital Advisors
Maryland
$177K +$172K +2,322 New
OA
375
Operose Advisors
Wisconsin
$175K +$170K +2,292 New