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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
126
Narus Financial Partners
Utah
$790K
SWM
127
Sequoia Wealth Management
Illinois
$788K +$304K +5,344 +64%
Renaissance Technologies
128
Renaissance Technologies
New York
$786K -$228K -4,000 -23%
NWP
129
Northstar Wealth Partners
Connecticut
$776K +$28.3K +498 +4%
CFA
130
Carroll Financial Associates
North Carolina
$773K
SFA
131
Sequoia Financial Advisors
Ohio
$772K -$121K -2,122 -14%
CB
132
Commerce Bank
Missouri
$737K -$9.96K -175 -1%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$724K -$229K -4,019 -24%
DLCIG
134
D.L. Carlson Investment Group
New Hampshire
$723K -$185K -3,258 -21%
OC
135
Oppenheimer & Co
New York
$717K +$706K +12,405 New
WPC
136
White Pine Capital
Minnesota
$714K -$127K -2,240 -15%
BAM
137
Baldrige Asset Management
Pennsylvania
$712K +$91.5K +1,608 +15%
WS
138
Wedbush Securities
California
$700K +$267K +4,689 +63%
RHBC
139
R.H. Bluestein & Co
Michigan
$699K +$688K +12,098 New
B
140
Bellecapital
Switzerland
$694K
MIAN
141
Mariner Independent Advisor Network
Kansas
$685K +$683K +11,997 New
AAS
142
Avantax Advisory Services
Texas
$678K +$416K +7,310 +165%
FCA
143
FinTrust Capital Advisors
South Carolina
$668K -$839K -14,752 -56%
AWE
144
Avidian Wealth Enterprises
Texas
$665K -$38.6M -677,594 -98%
SCM
145
Sitrin Capital Management
California
$663K -$127K -2,238 -16%
ACA
146
Anchor Capital Advisors
Massachusetts
$629K
APA
147
American Portfolios Advisors
New York
$623K +$16.6K +291 +3%
ATC
148
Argent Trust Co
Tennessee
$600K
HNB
149
Huntington National Bank
Ohio
$600K
Comerica Bank
150
Comerica Bank
Texas
$545K