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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
626
Delta Asset Management
Tennessee
$269
IIA
627
IPG Investment Advisors
California
-$1.2M -16,030 Closed
Legacy Financial Group (Iowa)
628
Legacy Financial Group (Iowa)
Iowa
-$1.19M -15,974 Closed
WPC
629
Wedmont Private Capital
Pennsylvania
-$894K -11,983 Closed
YIH
630
Y-Intercept (HK)
Hong Kong
-$787K -10,549 Closed
Bank of New York Mellon
631
Bank of New York Mellon
New York
-$405K -5,421 Closed
Marshall Wace
632
Marshall Wace
United Kingdom
-$371K -4,971 Closed
SAM
633
SP Asset Management
California
-$264K -3,535 Closed
KL
634
KWMG LLC
Kansas
-$258K -3,464 Closed
CWM
635
Cornerstone Wealth Management
Missouri
-$243K -3,257 Closed
BSSFA
636
Baron Silver Stevens Financial Advisors
Florida
-$228K -3,057 Closed
SCP
637
Syntal Capital Partners
Texas
-$224K -2,982 Closed
JFG
638
JMG Financial Group
Illinois
-$209K -2,805 Closed
Chevy Chase Trust
639
Chevy Chase Trust
Maryland
-$209K -2,796 Closed
FIA
640
Foundations Investment Advisors
Arizona
-$203K -2,716 Closed
MHIC
641
Marble Harbor Investment Counsel
Massachusetts
-$202K -2,713 Closed
PP
642
Pacifica Partners
Canada
-$63.5K -865 Closed
FIA
643
FNY Investment Advisers
New York
-$52K -700 Closed
FAM
644
Flaharty Asset Management
Florida
-$45.7K -613 Closed
FWP
645
FAS Wealth Partners
Kansas
-$38.2K -512 Closed
GIA
646
GHP Investment Advisors
Colorado
-$38K -511 Closed
RIA
647
Realta Investment Advisors
Delaware
-$9.29K -119 Closed
EARNEST Partners
648
EARNEST Partners
Georgia
-$6.49K -87 Closed
BWL
649
Bogart Wealth LLC
Virginia
-$6.11K -82 Closed
WWM
650
Wolff Wiese Magana
California
-$5.52K -74 Closed