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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
601
Advisors Capital Management
New Jersey
$249K +$244K +2,259 New
AWM
602
Accel Wealth Management
Iowa
$248K – – –
KFI
603
Key Financial Inc
Pennsylvania
$247K – – –
NEPWA
604
New England Private Wealth Advisors
Massachusetts
$247K +$974 +9 +0.4%
UWPG
605
Ullmann Wealth Partners Group
Florida
$246K +$433 +4 +0.2%
VWA
606
Visionary Wealth Advisors
Illinois
$245K – – –
PSA
607
Plum Street Advisors
Louisiana
$245K -$2.27K -21 -0.9%
STA
608
Summit Trail Advisors
New York
$243K – – –
T
609
Tidemark
California
$243K -$10.1K -93 -4%
LFG
610
Larson Financial Group
Missouri
$242K +$866 +8 +0.4%
HH
611
Hilltop Holdings
Texas
$238K -$108K -1,001 -32%
First Trust Advisors
612
First Trust Advisors
Illinois
$237K -$29.3K -271 -11%
TIM
613
Total Investment Management
Arizona
$236K – – –
DC
614
Davenport & Co
Virginia
$236K – – –
WG
615
Watchman Group
Texas
$236K – – –
PFA
616
Pinnacle Family Advisors
Missouri
$234K +$108 +1 +0%
SRCM
617
Signature Resources Capital Management
California
$233K -$13K -120 -5%
GC
618
Gibson Capital
Pennsylvania
$232K – – –
FG
619
Fiduciary Group
Georgia
$231K – – –
CAL
620
Capital Analysts LLC
Pennsylvania
$231K -$4.98K -46 -2%
JWCA
621
J.W. Cole Advisors
Florida
$227K +$223K +2,061 New
TSMHT
622
Thurston Springer Miller Herd & Titak
Indiana
$227K +$27.2K +251 +14%
NP
623
NorthRock Partners
Minnesota
$227K -$5.95K -55 -3%
FSAG
624
Financial Solutions Advisory Group
Illinois
$226K – – –
VAF
625
Values Added Financial
District of Columbia
$223K -$757 -7 -0.3%