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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
126
Raymond James Trust
Florida
$396K +$397K +7,373 New
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$395K -$10.8K -201 -3%
CCMD
128
Cypress Capital Management (Delaware)
Delaware
$380K
APG
129
Abacus Planning Group
South Carolina
$379K
SCM
130
SOL Capital Management
Maryland
$377K -$1.62K -30 -0.4%
NPF
131
Norris Perne & French
Michigan
$374K
LFS
132
Legacy Financial Strategies
Kansas
$342K +$38.3K +710 +13%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$341K +$5.01K +93 +1%
AP
134
Appleton Partners
Massachusetts
$338K -$808 -15 -0.2%
EAM
135
Evanson Asset Management
California
$336K +$337K +6,259 New
RG
136
Rikoon Group
New Mexico
$332K +$36.3K +673 +12%
RBC
137
Roble Belko & Company
Pennsylvania
$328K
DJSG
138
D.J. St. Germain
Massachusetts
$297K +$35.1K +652 +13%
GLA
139
Good Life Advisors
Pennsylvania
$297K +$35.8K +664 +14%
BFPW
140
BOK Financial Private Wealth
Colorado
$286K
PA
141
PFG Advisors
Arizona
$281K -$2.16K -40 -0.8%
CL
142
CIM LLC
New York
$279K +$18.6K +345 +7%
NGA
143
Naples Global Advisors
Florida
$255K +$41.2K +765 +19%
SMFS
144
Squar Milner Financial Services
California
$246K
OIA
145
Optimum Investment Advisors
Illinois
$242K
PCM
146
Parsons Capital Management
Rhode Island
$239K +$30.7K +570 +15%
SWM
147
SeaCrest Wealth Management
New York
$238K +$50.5K +937 +27%
SCM
148
Snow Capital Management
Pennsylvania
$234K +$235K +4,361 New
CPIG
149
Chicago Partners Investment Group
Illinois
$225K +$108K +2,000 +91%
RE
150
RBC Europe
United Kingdom
$223K