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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Parsons Capital Management
Rhode Island
$207K +$215K +3,888 New
NB
152
Nicolet Bankshares
Wisconsin
$202K
SWM
153
SeaCrest Wealth Management
New York
$185K +$52.7K +951 +37%
CAL
154
Capital Analysts LLC
Pennsylvania
$180K
WCAMG
155
Woodard & Company Asset Management Group
North Carolina
$165K -$8.34M -150,592 -98%
SEI Investments
156
SEI Investments
Pennsylvania
$165K -$88.9K -1,604 -34%
ST
157
Smithfield Trust
Pennsylvania
$163K
RCAG
158
Rehmann Capital Advisory Group
Michigan
$149K +$156K +2,811 New
TL
159
TrueWealth LLC
Georgia
$141K
MA
160
MCF Advisors
Kentucky
$119K
CPIG
161
Chicago Partners Investment Group
Illinois
$117K -$5.54K -100 -4%
BWA
162
BDO Wealth Advisors
Florida
$117K +$554 +10 +0.5%
FFC
163
First Financial Corp
Indiana
$80K
LGWM
164
Litman Gregory Wealth Management
California
$72K +$75.3K +1,359 New
MMG
165
Monetary Management Group
Missouri
$68K
SF
166
Synovus Financial
Georgia
$68K +$69.7K +1,257 New
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$62K -$33.4K -602 -34%
HFP
168
Holistic Financial Partners
Indiana
$61K
APA
169
American Portfolios Advisors
New York
$55.6K -$48.3K -871 -45%
APSP
170
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K -$4.43K -80 -7%
SPIA
171
Steward Partners Investment Advisory
New York
$53K
PMFA
172
Plante Moran Financial Advisors
Michigan
$43K -$277 -5 -0.6%
OIA
173
OneDigital Investment Advisors
Kansas
$42K
IF
174
Ironwood Financial
Arizona
$42K +$10.1K +183 +30%
BA
175
Ballew Advisors
Mississippi
$40K +$41.6K +750 New