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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Pinnacle Associates
New York
$246K – – –
NAS
352
Nicolet Advisory Services
Wisconsin
$241K – – –
ACP
353
Aveo Capital Partners
Colorado
$241K +$234K +3,157 New
BWM
354
BNC Wealth Management
Oregon
$239K +$232K +3,126 New
ESB
355
Essex Savings Bank
Connecticut
$235K +$228K +3,074 New
LFA
356
Lauterbach Financial Advisors
Texas
$235K +$228K +3,077 New
WCM
357
WealthBridge Capital Management
Ohio
$232K -$440K -5,936 -66%
OIA
358
Optimum Investment Advisors
Illinois
$229K – – –
KF
359
Krilogy Financial
Missouri
$224K – – –
IA
360
IFG Advisory
Georgia
$222K +$3.04K +41 +1%
FHB
361
First Hawaiian Bank
Hawaii
$221K -$2.23K -30 -1%
WCG
362
Weaver Consulting Group
California
$221K – – –
MWM
363
Mission Wealth Management
California
$220K -$10.5K -142 -5%
DLCIG
364
D.L. Carlson Investment Group
New Hampshire
$220K +$519 +7 +0.2%
KW
365
KWB Wealth
California
$218K -$29.1K -392 -12%
PIA
366
Perennial Investment Advisors
California
$218K -$12.8K -173 -6%
PFA
367
Pinnacle Family Advisors
Missouri
$217K -$41.4K -558 -16%
ZIC
368
ZWJ Investment Counsel
Georgia
$215K +$209K +2,818 New
WCAMG
369
Woodard & Company Asset Management Group
North Carolina
$214K – – –
CYG
370
Clean Yield Group
Vermont
$213K – – –
GG
371
GenWealth Group
New Jersey
$208K +$203K +2,734 New
SWM
372
SeaCrest Wealth Management
New York
$205K +$199K +2,683 New
AIA
373
Angeles Investment Advisors
California
$204K – – –
AssetMark Inc
374
AssetMark Inc
California
$191K +$152K +2,045 +442%
BWA
375
BDO Wealth Advisors
Florida
$187K -$3.19K -43 -2%