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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
351
Bryn Mawr Capital Management
Pennsylvania
$378K -$7.47K -100 -2%
DADC
352
D.A. Davidson & Co
Montana
$376K +$61.7K +826 +21%
CCM
353
Cutler Capital Management
Massachusetts
$376K
BCM
354
Becker Capital Management
Oregon
$374K
SCM
355
SOL Capital Management
Maryland
$374K
VAS
356
Vestmark Advisory Solutions
Massachusetts
$374K -$44.4K -595 -11%
CL
357
Choreo LLC
Illinois
$370K
BFS
358
Bradley Foster & Sargent
Connecticut
$370K -$11.2K -150 -3%
SM
359
Sweeney & Michel
California
$365K +$1.27K +17 +0.4%
IAG
360
Investment Advisory Group
Massachusetts
$357K
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$355K
NF
362
Nikulski Financial
Iowa
$355K +$16.1K +216 +5%
CS
363
Cannell & Spears
New York
$353K
WCM
364
Windham Capital Management
Massachusetts
$352K
V
365
Veritable
Delaware
$351K -$7.17K -96 -2%
EWA
366
Exencial Wealth Advisors
Oklahoma
$342K
B
367
Bellecapital
Switzerland
$336K
MCM
368
MAI Capital Management
Ohio
$330K -$7.24K -97 -2%
UWPG
369
Ullmann Wealth Partners Group
Florida
$327K -$218K -2,920 -41%
Koshinski Asset Management
370
Koshinski Asset Management
Illinois
$327K -$237K -3,176 -43%
CAG
371
Csenge Advisory Group
Florida
$327K -$2.84K -38 -0.9%
BFWA
372
Benchmark Financial Wealth Advisors
Florida
$322K -$136K -1,820 -31%
CAMG
373
CWA Asset Management Group
Florida
$322K +$308K +4,118 New
SWM
374
SFG Wealth Management
Maryland
$313K +$24.6K +329 +9%
BFC
375
Bedel Financial Consulting
Indiana
$313K -$1.57K -21 -0.5%