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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
SOL Capital Management
Maryland
$468K +$58.8K +1,100 +15%
RG
152
Rikoon Group
New Mexico
$467K +$55.3K +1,035 +14%
AIM
153
Advantage Investment Management
Iowa
$460K +$10.9K +204 +2%
HCA
154
Heck Capital Advisors
Wisconsin
$457K -$3.58K -67 -0.8%
CPO
155
Cerity Partners OCIO
New York
$435K -$82.1K -1,537 -16%
Renaissance Technologies
156
Renaissance Technologies
New York
$433K +$422K +7,900 New
SB
157
Suntrust Banks
Georgia
$430K +$5.5K +103 +1%
CL
158
CIM LLC
New York
$430K +$118K +2,205 +39%
RJT
159
Raymond James Trust
Florida
$420K -$178K -3,326 -30%
PPW
160
Pasadena Private Wealth
California
$415K
CCMD
161
Cypress Capital Management (Delaware)
Delaware
$413K +$24K +450 +6%
KA
162
Kovack Advisors
Florida
$405K +$42.8K +801 +12%
WCG
163
Weaver Consulting Group
California
$405K +$389K +7,286 New
UWPG
164
Ullmann Wealth Partners Group
Florida
$399K -$190K -3,549 -33%
BAM
165
Baldrige Asset Management
Pennsylvania
$392K +$382K +7,141 New
APG
166
Abacus Planning Group
South Carolina
$388K
NPF
167
Norris Perne & French
Michigan
$382K
OIA
168
Optimum Investment Advisors
Illinois
$378K
MAFM
169
Mid Atlantic Financial Management
Pennsylvania
$356K +$347K +6,491 New
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$346K +$2.19K +41 +0.7%
RBC
171
Roble Belko & Company
Pennsylvania
$335K
MWC
172
MKD Wealth Coaches
Michigan
$335K +$22K +412 +7%
GIA
173
Gladstone Institutional Advisory
Florida
$320K +$5.93K +111 +2%
AP
174
Appleton Partners
Massachusetts
$313K -$32.1K -600 -10%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$312K +$304K +5,681 New