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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Parallel Advisors
California
$570K -$6.83K -71 -1%
ESB
377
Essex Savings Bank
Connecticut
$567K – – –
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$566K +$4.71K +49 +0.8%
AAS
379
Annex Advisory Services
Wisconsin
$562K +$584K +6,067 New
MGIA
380
Moneta Group Investment Advisors
Missouri
$559K -$50.2K -522 -8%
TC
381
TownSquare Capital
Utah
$546K +$108K +1,128 +24%
HGA
382
Hobbs Group Advisors
South Carolina
$544K +$34.7K +361 +7%
RBC
383
Roble Belko & Company
Pennsylvania
$543K – – –
FTS
384
Fifth Third Securities
Ohio
$542K +$179K +1,860 +47%
DCM
385
DGS Capital Management
New Jersey
$539K +$38.7K +402 +7%
MWM
386
Meridian Wealth Management
Kentucky
$529K -$63.3K -658 -10%
AT
387
American Trust
Kentucky
$523K +$543K +5,647 New
FA
388
Flagstar Advisors
New York
$521K -$17.2K -179 -3%
PIN
389
Prudent Investors Network
California
$516K – – –
AC
390
AWM Capital
Arizona
$514K – – –
GL
391
Graypoint LLC
New York
$513K -$1.14M -11,894 -68%
IFG
392
Independent Financial Group
California
$510K +$36.8K +383 +7%
BFWM
393
Bright Futures Wealth Management
New York
$508K – – –
IPW
394
Impact Partnership Wealth
Georgia
$504K +$523K +5,441 New
BFA
395
Beaumont Financial Advisors
Massachusetts
$499K – – –
GWAG
396
Garrett Wealth Advisory Group
Texas
$495K -$951K -9,892 -65%
GAB
397
German American Bancorp
Indiana
$494K – – –
Bessemer Group
398
Bessemer Group
New Jersey
$493K +$175K +1,820 +52%
FAM
399
Forte Asset Management
New York
$490K – – –
Brown Advisory
400
Brown Advisory
Maryland
$485K +$504K +5,238 New