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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
126
Sequoia Financial Advisors
Ohio
$909K +$271K +4,713 +31%
SWP
127
Summit Wealth Partners
Florida
$893K -$3.74K -65 -0.3%
WA
128
Wealth Alliance
New York
$891K +$1.11M +19,287 New
MSAM
129
Moloney Securities Asset Management
Missouri
$875K -$748 -13 -0.1%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$843K -$492K -8,549 -32%
First Manhattan
131
First Manhattan
New York
$837K
CHJWM
132
Carlton Hofferkamp & Jenks Wealth Management
Texas
$827K +$8.34K +145 +0.9%
PTC
133
Private Trust Company
Ohio
$793K -$331K -5,762 -25%
S
134
SignatureFD
Georgia
$736K -$518K -9,003 -36%
PFS
135
Prospera Financial Services
Texas
$727K -$8.86K -154 -1%
CS
136
Comerica Securities
Michigan
$715K -$52.3K -910 -6%
CG
137
CFO4Life Group
Texas
$712K
GP
138
Geneva Partners
Wisconsin
$690K -$329K -5,724 -28%
ClearBridge Investments
139
ClearBridge Investments
New York
$670K +$112K +1,951 +16%
CFA
140
Carroll Financial Associates
North Carolina
$669K +$43.3K +753 +5%
PFA
141
Pure Financial Advisors
California
$659K -$529K -9,196 -39%
EWA
142
EP Wealth Advisors
California
$657K -$172K -2,998 -17%
JIP
143
Jaffetilchin Investment Partners
Florida
$654K -$1.32M -22,959 -62%
MCA
144
Magnolia Capital Advisors
Mississippi
$654K +$194K +3,381 +31%
CB
145
Commerce Bank
Missouri
$648K
PA
146
Prism Advisors
California
$640K
SLA
147
Silver Lake Advisory
Utah
$636K +$101K +1,750 +15%
MWC
148
MKD Wealth Coaches
Michigan
$631K +$369K +6,412 +88%
BWM
149
Brickley Wealth Management
California
$624K +$777K +13,510 New
SC
150
Scotia Capital
Ontario, Canada
$620K -$62.9K -1,093 -8%