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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$498K +$23.1K +414 +5%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K +$50.6K +906 +12%
LFS
128
Legacy Financial Strategies
Kansas
$470K +$129K +2,313 +36%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$469K +$85.1K +1,523 +21%
Stifel Financial
130
Stifel Financial
Missouri
$462K +$25.3K +453 +6%
CAC
131
Certified Advisory Corp
Florida
$454K -$48K -859 -10%
SB
132
Suntrust Banks
Georgia
$437K +$11.7K +209 +3%
RJT
133
Raymond James Trust
Florida
$431K +$16K +287 +4%
SCM
134
SOL Capital Management
Maryland
$419K +$22.4K +400 +6%
ASN
135
Advisory Services Network
Georgia
$403K -$3.46K -62 -0.9%
CCMD
136
Cypress Capital Management (Delaware)
Delaware
$399K
APG
137
Abacus Planning Group
South Carolina
$398K
NPF
138
Norris Perne & French
Michigan
$393K
OIA
139
Optimum Investment Advisors
Illinois
$389K +$134K +2,400 +53%
RG
140
Rikoon Group
New Mexico
$382K +$33.5K +600 +10%
AP
141
Appleton Partners
Massachusetts
$355K
EAM
142
Evanson Asset Management
California
$355K +$2.12K +38 +0.6%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$353K -$4.47K -80 -1%
RBC
144
Roble Belko & Company
Pennsylvania
$345K
GLA
145
Good Life Advisors
Pennsylvania
$343K +$33.8K +605 +11%
PWAP
146
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$337K +$334K +5,980 New
KA
147
Kovack Advisors
Florida
$328K +$325K +5,822 New
NGA
148
Naples Global Advisors
Florida
$317K +$48.6K +870 +18%
DJSG
149
D.J. St. Germain
Massachusetts
$312K
BFPW
150
BOK Financial Private Wealth
Colorado
$300K