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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
376
Bay Colony Advisors
Massachusetts
$295K -$2.83K -36 -0.9%
WA
377
Wealthstream Advisors
New York
$294K – – –
AWM
378
Apollon Wealth Management
South Carolina
$293K -$535K -6,819 -63%
SSWM
379
Sheets Smith Wealth Management
North Carolina
$293K – – –
MIA
380
MMBG Investment Advisors
Florida
$292K – – –
FFA
381
Farther Finance Advisors
California
$289K +$74.3K +947 +32%
UWPG
382
Ullmann Wealth Partners Group
Florida
$283K -$30.4K -387 -9%
SC
383
Scotia Capital
Ontario, Canada
$282K – – –
JWCA
384
J.W. Cole Advisors
Florida
$281K – – –
KWM
385
Kingsview Wealth Management
Oregon
$280K +$295K +3,757 New
AQR Capital Management
386
AQR Capital Management
Connecticut
$280K – – –
MIAS
387
Mason Investment Advisory Services
Virginia
$278K – – –
DCM
388
DGS Capital Management
New Jersey
$277K +$34.3K +437 +13%
RWP
389
Ridgecrest Wealth Partners
California
$276K – – –
FRA
390
Front Row Advisors
California
$276K – – –
DCM
391
Disciplina Capital Management
Tennessee
$275K – – –
CT
392
Colonial Trust
South Carolina
$275K – – –
Betterment LLC
393
Betterment LLC
New York
$275K +$55K +701 +24%
PCM
394
Parsons Capital Management
Rhode Island
$274K -$7.46K -95 -3%
KAM
395
Kraft Asset Management
Tennessee
$272K – – –
MGAM
396
McGowan Group Asset Management
Texas
$268K – – –
CAM
397
CPA Asset Management
Florida
$267K – – –
CFG
398
Citizens Financial Group
Rhode Island
$266K +$5.26K +67 +2%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$264K -$301K -3,834 -52%
SAM
400
SP Asset Management
California
$264K – – –