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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
401
DGS Capital Management
New Jersey
$479K -$66K -731 -13%
PCIA
402
Prime Capital Investment Advisors
Kansas
$479K -$131K -1,449 -22%
MWM
403
Mascoma Wealth Management
New Hampshire
$477K -$72.3K -801 -14%
IAS
404
Insigneo Advisory Services
Florida
$477K +$167K +1,847 +58%
FA
405
Fortis Advisors
Pennsylvania
$473K -$446K -4,940 -50%
SM
406
Sweeney & Michel
California
$470K +$2.08K +23 +0.5%
PAS
407
Park Avenue Securities
New York
$468K +$446K +4,942 New
AWM
408
AE Wealth Management
Kansas
$467K +$73.8K +818 +20%
SW
409
Simplicity Wealth
New Jersey
$466K +$445K +4,926 New
WB
410
WesBanco Bank
West Virginia
$464K – – –
GS
411
GWN Securities
Florida
$463K -$5.24K -58 -1%
FFP
412
FourThought Financial Partners
Florida
$462K -$8.66K -96 -2%
TF
413
Tompkins Financial
New York
$462K – – –
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$460K +$109K +1,204 +33%
PPW
415
Presilium Private Wealth
Pennsylvania
$454K -$1.74M -19,251 -80%
WTC
416
WhitTier Trust Company
Nevada
$451K +$42.4K +470 +11%
BFS
417
Bradley Foster & Sargent
Connecticut
$447K – – –
SFC
418
SYM Financial Corp
Indiana
$444K – – –
IAG
419
Investment Advisory Group
Massachusetts
$444K – – –
PA
420
Parallel Advisors
California
$439K -$2.71K -30 -0.6%
BH
421
Burk Holdings
Oklahoma
$437K – – –
EWA
422
Exencial Wealth Advisors
Oklahoma
$436K -$43.5K -482 -9%
KHC
423
Koesten Hirschmann & Crabtree
Kansas
$435K -$37K -410 -8%
AP
424
Americana Partners
Texas
$432K -$2.44K -27 -0.6%
CCM
425
Cutler Capital Management
Massachusetts
$432K – – –