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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
626
Proficio Capital Partners
Massachusetts
$223K – – –
CWM
627
Calamos Wealth Management
Illinois
$222K – – –
SQA
628
Simon Quick Advisors
New Jersey
$221K +$866 +8 +0.4%
SA
629
Scarborough Advisors
Maryland
$221K – – –
DWS
630
Discipline Wealth Solutions
South Carolina
$220K – – –
MHIC
631
Marble Harbor Investment Counsel
Massachusetts
$220K – – –
JF
632
JMN Financial
Ohio
$220K -$5.3K -49 -2%
RA
633
Riverstone Advisors
Texas
$220K – – –
MIM
634
Macroview Investment Management
Maryland
$219K +$649 +6 +0.3%
EPA
635
Element Pointe Advisors
Florida
$218K – – –
IAIM
636
International Assets Investment Management
Florida
$217K +$11.4K +105 +6%
PWP
637
Prasad Wealth Partners
Ohio
$213K -$39.4K -364 -16%
LW
638
Linscomb Wealth
Texas
$213K +$209K +1,935 New
CPC
639
Consolidated Planning Corp
Georgia
$213K +$209K +1,931 New
WAS
640
WESPAC Advisors SoCal
California
$212K +$208K +1,925 New
GWA
641
Geometric Wealth Advisors
District of Columbia
$211K +$207K +1,916 New
TFA
642
Teamwork Financial Advisors
Texas
$211K +$207K +1,913 New
Envestnet Portfolio Solutions
643
Envestnet Portfolio Solutions
Illinois
$210K +$206K +1,904 New
WF
644
Warner Financial
Maryland
$208K +$205K +1,890 New
Russell Investments Group
645
Russell Investments Group
United Kingdom
$208K -$298K -2,752 -59%
Empower Advisory Group
646
Empower Advisory Group
Colorado
$205K -$18.6K -172 -8%
AOWM
647
Alpha Omega Wealth Management
Virginia
$205K +$201K +1,860 New
CWM
648
Cornerstone Wealth Management
Missouri
$202K +$198K +1,832 New
ACA
649
Aptus Capital Advisors
Alabama
$202K +$33.8K +312 +21%
CCMG
650
Clark Capital Management Group
Pennsylvania
$201K +$198K +1,829 New