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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
376
CIM LLC
New York
$453K -$26.5K -308 -6%
CVA
377
Central Valley Advisors
California
$450K +$1.55K +18 +0.4%
TF
378
Tompkins Financial
New York
$442K -$11.2K -130 -3%
MPW
379
Melone Private Wealth
Michigan
$439K -$7.32K -85 -2%
BMCM
380
Bryn Mawr Capital Management
Pennsylvania
$436K – – –
EIP
381
Ellis Investment Partners
Pennsylvania
$435K -$3.79K -44 -0.9%
RA
382
RFG Advisory
Alabama
$434K +$413K +4,801 New
BCM
383
Becker Capital Management
Oregon
$433K – – –
BTWM
384
Baker Tilly Wealth Management
Wisconsin
$432K – – –
SCM
385
SOL Capital Management
Maryland
$432K – – –
TIAA Trust, National Association
386
TIAA Trust, National Association
North Carolina
$432K +$58.4K +679 +17%
Bank of Montreal
387
Bank of Montreal
Ontario, Canada
$431K +$175K +2,029 +74%
RA
388
Rational Advisors
New York
$431K -$153K -1,774 -27%
SM
389
Sweeney & Michel
California
$429K +$413K +4,796 New
BFS
390
Bradley Foster & Sargent
Connecticut
$428K – – –
SFC
391
SYM Financial Corp
Indiana
$424K -$11K -128 -3%
IAG
392
Investment Advisory Group
Massachusetts
$423K – – –
SF
393
Safeguard Financial
Wisconsin
$416K – – –
CCM
394
Cutler Capital Management
Massachusetts
$412K -$21.5K -250 -5%
TPWA
395
TRUE Private Wealth Advisors
Oregon
$410K -$29.9K -347 -7%
CS
396
Cannell & Spears
New York
$408K – – –
TW
397
TritonPoint Wealth
Maryland
$408K -$125K -1,456 -26%
CIA
398
Choate Investment Advisors
Massachusetts
$407K +$387K +4,500 New
EWA
399
Exencial Wealth Advisors
Oklahoma
$407K – – –
WA
400
Wealth Alliance
New York
$401K -$1.98K -23 -0.5%