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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
551
Weaver Consulting Group
California
$240K +$19.1K +199 +8%
PL
552
Plancorp LLC
Missouri
$239K +$192 +2 +0.1%
BSSFA
553
Baron Silver Stevens Financial Advisors
Florida
$238K +$27.7K +288 +13%
RRA
554
Round Rock Advisors
Connecticut
$237K -$62.5K -650 -20%
CAL
555
Capital Analysts LLC
Pennsylvania
$235K +$96 +1 +0%
MHC
556
May Hill Capital
Massachusetts
$235K +$244K +2,537 New
CAMG
557
CWA Asset Management Group
Florida
$234K -$1.15K -12 -0.5%
BWG
558
Berry Wealth Group
Texas
$233K +$14.1K +147 +6%
EAM
559
Evanson Asset Management
California
$231K – – –
KA
560
Kovack Advisors
Florida
$228K +$237K +2,464 New
Thrivent Financial for Lutherans
561
Thrivent Financial for Lutherans
Minnesota
$228K -$201K -2,092 -47%
MWAM
562
Manhattan West Asset Management
California
$227K +$1.35K +14 +0.6%
Bank of New York Mellon
563
Bank of New York Mellon
New York
$225K -$13.1K -136 -5%
WGC
564
Watts Gwilliam & Co
Arizona
$224K – – –
HFS
565
Hopwood Financial Services
Virginia
$223K +$232K +2,410 New
FCH
566
Freestone Capital Holdings
Washington
$222K +$231K +2,403 New
LWM
567
LongView Wealth Management
Georgia
$222K – – –
HSWM
568
Hubbell Strickland Wealth Management
Louisiana
$222K +$2.88K +30 +1%
WAP
569
Wealthcare Advisory Partners
Pennsylvania
$221K -$65.2K -678 -22%
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$218K +$225K +2,343 +15,620%
IA
571
Inspire Advisors
Idaho
$218K +$13.2K +137 +6%
SWRP
572
Summit Wealth & Retirement Planning
California
$217K – – –
ML
573
McAdam LLC
Pennsylvania
$214K +$2.88K +30 +1%
T
574
Transce3nd
Texas
$214K +$223K +2,314 New
OAM
575
Oak Asset Management
California
$213K +$1.25K +13 +0.6%