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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
Snow Capital Management
Pennsylvania
$711K +$697K +13,574 New
GWM
77
Geneos Wealth Management
Colorado
$699K +$527K +10,265 +331%
SC
78
Scotia Capital
Ontario, Canada
$673K +$125K +2,435 +23%
LFAS
79
Level Four Advisory Services
Texas
$670K +$255K +4,973 +64%
VC
80
Vicus Capital
Pennsylvania
$665K +$652K +12,694 New
MCWS
81
McKinley Carter Wealth Services
West Virginia
$638K +$380K +7,405 +155%
B
82
Bellecapital
Switzerland
$628K +$616K +12,000 New
FHC
83
First Heartland Consultants
Missouri
$573K +$26.9K +525 +5%
WT
84
Whittier Trust
California
$561K
IT
85
Independence Trust
Tennessee
$544K
JMPWA
86
JP Morgan Private Wealth Advisors
California
$541K -$7.8K -152 -1%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$527K -$258K -5,031 -33%
PFA
88
Pure Financial Advisors
California
$515K
BRWA
89
B. Riley Wealth Advisors
Florida
$503K +$276K +5,376 +127%
CPO
90
Cerity Partners OCIO
New York
$481K +$49K +954 +12%
Creative Planning
91
Creative Planning
Kansas
$412K +$153K +2,972 +61%
PTC
92
Private Trust Company
Ohio
$392K +$84K +1,636 +28%
SCM
93
SOL Capital Management
Maryland
$370K
SSB
94
Sandy Spring Bank
Maryland
$369K +$205K +3,985 +130%
FAAS
95
First Allied Advisory Services
California
$366K +$30.8K +600 +9%
NPF
96
Norris Perne & French
Michigan
$365K
CA
97
Cetera Advisors
Colorado
$358K +$31.1K +606 +10%
AP
98
Appleton Partners
Massachusetts
$344K -$13.1K -255 -4%
CCMD
99
Cypress Capital Management (Delaware)
Delaware
$344K +$337K +6,575 New
TNB
100
Thomasville National Bank
Georgia
$326K +$320K +6,227 New