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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
451
Parsons Capital Management
Rhode Island
$342K – – –
CAM
452
CPA Asset Management
Florida
$341K – – –
FRA
453
Front Row Advisors
California
$340K -$12.7K -138 -4%
JIC
454
Joel Isaacson & Co
New York
$339K – – –
EWA
455
Encompass Wealth Advisors
Oregon
$335K – – –
Bessemer Group
456
Bessemer Group
New Jersey
$335K – – –
LOIP
457
Live Oak Investment Partners
Texas
$330K – – –
AWAP
458
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$329K +$460 +5 +0.1%
D
459
Diversified
Delaware
$326K +$73.4K +798 +31%
DE
460
Diversified Enterprises
Delaware
$326K +$314K +3,410 New
APW
461
Austin Private Wealth
Texas
$319K +$4.69K +51 +2%
NGA
462
Naples Global Advisors
Florida
$318K – – –
BCA
463
Bay Colony Advisors
Massachusetts
$314K +$4.32K +47 +1%
RJT
464
Raymond James Trust
Florida
$314K -$31.6K -344 -9%
PP
465
Patten & Patten
Tennessee
$307K -$9.19K -100 -3%
AP
466
Appleton Partners
Massachusetts
$307K -$59.8K -650 -17%
RRA
467
Round Rock Advisors
Connecticut
$306K – – –
WS
468
Wedbush Securities
California
$306K +$8.18K +89 +3%
EI
469
Ellevest Inc
New York
$303K +$292K +3,176 New
HWM
470
HB Wealth Management
Georgia
$298K +$460 +5 +0.2%
SHFA
471
SC&H Financial Advisors
Maryland
$295K -$28.2K -307 -9%
FTDI
472
First Trust Direct Indexing
Massachusetts
$294K +$6.53K +71 +2%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$293K -$9.29K -101 -3%
VFA
474
Valeo Financial Advisors
Indiana
$290K -$218K -2,371 -44%
MCM
475
Mitchell Capital Management
Kansas
$290K -$34K -370 -11%