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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Prism Advisors
California
$801K – – –
NFP
127
Narus Financial Partners
Utah
$790K – – –
SWM
128
Sequoia Wealth Management
Illinois
$788K +$304K +5,344 +64%
Renaissance Technologies
129
Renaissance Technologies
New York
$786K -$228K -4,000 -23%
NWP
130
Northstar Wealth Partners
Connecticut
$776K +$28.3K +498 +4%
CFA
131
Carroll Financial Associates
North Carolina
$773K – – –
SFA
132
Sequoia Financial Advisors
Ohio
$772K -$121K -2,122 -14%
CB
133
Commerce Bank
Missouri
$737K -$9.96K -175 -1%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$724K -$229K -4,019 -24%
DLCIG
135
D.L. Carlson Investment Group
New Hampshire
$723K -$185K -3,258 -21%
OC
136
Oppenheimer & Co
New York
$717K +$706K +12,405 New
WPC
137
White Pine Capital
Minnesota
$714K -$127K -2,240 -15%
BAM
138
Baldrige Asset Management
Pennsylvania
$712K +$91.5K +1,608 +15%
WS
139
Wedbush Securities
California
$700K +$267K +4,689 +63%
RHBC
140
R.H. Bluestein & Co
Michigan
$699K +$688K +12,098 New
B
141
Bellecapital
Switzerland
$694K – – –
MIAN
142
Mariner Independent Advisor Network
Kansas
$685K +$683K +11,997 New
AAS
143
Avantax Advisory Services
Texas
$678K +$416K +7,310 +165%
FCA
144
FinTrust Capital Advisors
South Carolina
$668K -$839K -14,752 -56%
AWE
145
Avidian Wealth Enterprises
Texas
$665K -$38.6M -677,594 -98%
SCM
146
Sitrin Capital Management
California
$663K -$127K -2,238 -16%
ACA
147
Anchor Capital Advisors
Massachusetts
$629K – – –
APA
148
American Portfolios Advisors
New York
$623K +$16.6K +291 +3%
ATC
149
Argent Trust Co
Tennessee
$600K – – –
HNB
150
Huntington National Bank
Ohio
$600K – – –