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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
601
Signature Resources Capital Management
California
$227K – – –
JIC
602
Johnson Investment Counsel
Ohio
$225K +$223K +2,197 New
WGAM
603
Wilkinson Global Asset Management
New York
$225K +$222K +2,190 New
UWPG
604
Ullmann Wealth Partners Group
Florida
$224K – – –
NEPWA
605
New England Private Wealth Advisors
Massachusetts
$224K +$1.11K +11 +0.5%
PFA
606
Pinnacle Family Advisors
Missouri
$224K +$203 +2 +0.1%
LFG
607
Larson Financial Group
Missouri
$224K +$70.3K +693 +47%
Thrivent Financial for Lutherans
608
Thrivent Financial for Lutherans
Minnesota
$223K -$52.8K -521 -19%
CWM
609
Collaborative Wealth Management
Florida
$222K -$4.56K -45 -2%
EWA
610
EverSource Wealth Advisors
Alabama
$221K +$120K +1,184 +122%
AWM
611
Angeles Wealth Management
California
$221K – – –
WG
612
Watchman Group
Texas
$219K – – –
GC
613
Gibson Capital
Pennsylvania
$216K – – –
TIM
614
Total Investment Management
Arizona
$216K – – –
VP
615
Verum Partners
North Carolina
$216K -$2.94K -29 -1%
FG
616
Fiduciary Group
Georgia
$215K – – –
LRWA
617
Long Run Wealth Advisors
New York
$214K +$1.11K +11 +0.5%
AWM
618
Apollon Wealth Management
South Carolina
$213K +$3.75K +37 +2%
KA
619
Kovack Advisors
Florida
$211K +$209K +2,061 New
OA
620
Oxbow Advisors
Texas
$211K – – –
VAF
621
Values Added Financial
District of Columbia
$208K – – –
PCP
622
Proficio Capital Partners
Massachusetts
$207K – – –
FWP
623
Firethorn Wealth Partners
Georgia
$207K +$1.11K +11 +0.5%
CWM
624
Calamos Wealth Management
Illinois
$206K – – –
NP
625
NorthRock Partners
Minnesota
$206K -$53.2K -525 -21%