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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIAS
426
Mason Investment Advisory Services
Virginia
$337K +$9.17K +104 +3%
UWPG
427
Ullmann Wealth Partners Group
Florida
$337K +$441 +5 +0.1%
CG
428
Clifford Group
Massachusetts
$337K -$13.2K -150 -4%
SC
429
Scotia Capital
Ontario, Canada
$333K – – –
WIA
430
World Investment Advisors
California
$330K – – –
ZB
431
Zions Bancorporation
Utah
$328K – – –
CIC
432
Carnegie Investment Counsel
Ohio
$327K – – –
LI
433
LRI Investments
Florida
$326K – – –
RWP
434
Ridgecrest Wealth Partners
California
$326K – – –
FRA
435
Front Row Advisors
California
$326K – – –
CT
436
Colonial Trust
South Carolina
$325K – – –
PFG
437
Peterson Financial Group
Iowa
$324K -$17.5K -198 -5%
MGAM
438
McGowan Group Asset Management
Texas
$323K +$1.5K +17 +0.5%
KAM
439
Kraft Asset Management
Tennessee
$321K – – –
CWM
440
Congress Wealth Management
Massachusetts
$320K – – –
RJT
441
Raymond James Trust
Florida
$320K – – –
PCM
442
Parsons Capital Management
Rhode Island
$316K -$15.7K -178 -5%
National Bank of Canada
443
National Bank of Canada
Quebec, Canada
$315K +$7.05K +80 +2%
CAM
444
CPA Asset Management
Florida
$315K – – –
JIC
445
Joel Isaacson & Co
New York
$312K – – –
EWA
446
Encompass Wealth Advisors
Oregon
$309K – – –
Bessemer Group
447
Bessemer Group
New Jersey
$309K – – –
USCWA
448
U.S. Capital Wealth Advisors
Texas
$303K -$207K -2,349 -41%
AWAP
449
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$303K +$264 +3 +0.1%
XF
450
XML Financial
Maryland
$302K +$30.3K +344 +11%