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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
SeaCrest Wealth Management
New York
$399K +$158K +1,830 +71%
WFA
402
WMG Financial Advisors
Tennessee
$396K +$105K +1,222 +39%
VFG
403
Victory Financial Group
Texas
$390K -$208K -2,420 -36%
B
404
Bellecapital
Switzerland
$388K – – –
SWM
405
SFG Wealth Management
Maryland
$385K -$23.1K -268 -6%
CKAIS
406
Christensen King & Associates Investment Services
Washington
$384K +$430 +5 +0.1%
Millennium Management
407
Millennium Management
New York
$380K -$77.1K -896 -18%
NF
408
Nikulski Financial
Iowa
$376K -$21K -244 -6%
CAG
409
Csenge Advisory Group
Florida
$374K -$172 -2 -0%
AP
410
Appleton Partners
Massachusetts
$368K – – –
FCG
411
Fielder Capital Group
Tennessee
$367K – – –
YIH
412
Y-Intercept (HK)
Hong Kong
$367K +$349K +4,054 New
BFC
413
Bedel Financial Consulting
Indiana
$361K – – –
CG
414
Clifford Group
Massachusetts
$359K -$28.4K -330 -8%
VCP
415
Verus Capital Partners
Arizona
$358K +$340K +3,956 New
SSWM
416
Sheets Smith Wealth Management
North Carolina
$357K +$516 +6 +0.2%
WA
417
Wealthstream Advisors
New York
$356K – – –
MIA
418
MMBG Investment Advisors
Florida
$354K – – –
PFG
419
Peterson Financial Group
Iowa
$351K -$9.55K -111 -3%
SI
420
Stephens Inc
Arkansas
$349K – – –
DCM
421
DGS Capital Management
New Jersey
$348K +$13.2K +153 +4%
UWPG
422
Ullmann Wealth Partners Group
Florida
$345K +$430 +5 +0.1%
SC
423
Scotia Capital
Ontario, Canada
$342K – – –
PCM
424
Parsons Capital Management
Rhode Island
$340K +$15.3K +178 +5%
WIA
425
World Investment Advisors
California
$339K +$94.7K +1,100 +42%