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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISL
401
Ingalls & Snyder LLC
New York
$366K – – –
CG
402
Clifford Group
Massachusetts
$363K +$25.7K +330 +8%
VP
403
Verum Partners
North Carolina
$362K – – –
B
404
Bellecapital
Switzerland
$362K – – –
CKAIS
405
Christensen King & Associates Investment Services
Washington
$358K +$331K +4,244 New
JWCA
406
J.W. Cole Advisors
Florida
$357K +$36.3K +466 +12%
BFWA
407
Benchmark Financial Wealth Advisors
Florida
$351K +$3.35K +43 +1%
CAG
408
Csenge Advisory Group
Florida
$349K -$10.4K -133 -3%
TIAA Trust, National Association
409
TIAA Trust, National Association
North Carolina
$346K -$106K -1,362 -25%
AP
410
Appleton Partners
Massachusetts
$343K +$48.7K +625 +18%
FCG
411
Fielder Capital Group
Tennessee
$342K +$316K +4,054 New
TSS
412
Two Sigma Securities
New York
$340K +$99.8K +1,281 +46%
MWM
413
Mission Wealth Management
California
$337K +$1.01K +13 +0.3%
BFC
414
Bedel Financial Consulting
Indiana
$337K – – –
PFG
415
Peterson Financial Group
Iowa
$336K +$310K +3,987 New
TWC
416
TD Waterhouse Canada
Ontario, Canada
$332K +$30.6K +393 +11%
WA
417
Wealthstream Advisors
New York
$332K – – –
SSWM
418
Sheets Smith Wealth Management
North Carolina
$332K +$1.01K +13 +0.3%
MIA
419
MMBG Investment Advisors
Florida
$331K – – –
OAM
420
Oppenheimer Asset Management
New York
$329K +$304K +3,898 New
SI
421
Stephens Inc
Arkansas
$325K +$300K +3,854 New
UWPG
422
Ullmann Wealth Partners Group
Florida
$321K +$935 +12 +0.3%
SC
423
Scotia Capital
Ontario, Canada
$319K – – –
AQR Capital Management
424
AQR Capital Management
Connecticut
$316K – – –
MIAS
425
Mason Investment Advisory Services
Virginia
$314K – – –