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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
426
Carnegie Investment Counsel
Ohio
$313K -$72.7K -933 -20%
TPWA
427
Twin Peaks Wealth Advisors
California
$313K +$289K +3,709 New
RWP
428
Ridgecrest Wealth Partners
California
$312K – – –
DCM
429
DGS Capital Management
New Jersey
$312K -$1.71K -22 -0.6%
DCM
430
Disciplina Capital Management
Tennessee
$311K – – –
CT
431
Colonial Trust
South Carolina
$311K – – –
BCA
432
Bay Colony Advisors
Massachusetts
$311K -$20.6K -264 -7%
KAM
433
Kraft Asset Management
Tennessee
$307K – – –
Bessemer Group
434
Bessemer Group
New Jersey
$307K +$10.9K +140 +4%
SAG
435
SageView Advisory Group
California
$307K +$280K +3,600 New
CWM
436
Congress Wealth Management
Massachusetts
$307K +$11.4K +147 +4%
MGAM
437
McGowan Group Asset Management
Texas
$306K +$3.04K +39 +1%
PCM
438
Parsons Capital Management
Rhode Island
$302K -$7.01K -90 -2%
KWM
439
Kingsview Wealth Management
Oregon
$302K -$14.2K -182 -5%
CAM
440
CPA Asset Management
Florida
$301K – – –
CFG
441
Citizens Financial Group
Rhode Island
$300K +$78 +1 +0%
FRA
442
Front Row Advisors
California
$300K -$10.7K -138 -4%
APG
443
Abacus Planning Group
South Carolina
$298K -$250K -3,205 -48%
EWA
444
Encompass Wealth Advisors
Oregon
$296K – – –
GSEP
445
Golden State Equity Partners
California
$294K +$272K +3,487 New
RJT
446
Raymond James Trust
Florida
$293K +$270K +3,470 New
National Bank of Canada
447
National Bank of Canada
Quebec, Canada
$291K +$75.2K +965 +39%
AWAP
448
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$289K +$4.59K +59 +2%
NGA
449
Naples Global Advisors
Florida
$287K – – –
CAMG
450
CWA Asset Management Group
Florida
$286K -$245K -3,147 -48%