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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Sequoia Wealth Management
Illinois
$475K -$291K -5,218 -39%
SB
152
Suntrust Banks
Georgia
$473K +$28.1K +504 +6%
AIM
153
Advantage Investment Management
Iowa
$459K -$15.6K -280 -3%
CL
154
CIM LLC
New York
$453K +$8.41K +151 +2%
RG
155
Rikoon Group
New Mexico
$436K -$45.9K -824 -10%
RJT
156
Raymond James Trust
Florida
$434K
Jane Street
157
Jane Street
New York
$434K +$427K +7,667 New
KA
158
Kovack Advisors
Florida
$427K +$8.41K +151 +2%
LP
159
LGL Partners
Pennsylvania
$426K -$68.7K -1,234 -14%
CCMD
160
Cypress Capital Management (Delaware)
Delaware
$426K
FTS
161
Fifth Third Securities
Ohio
$425K +$418K +7,507 New
WS
162
Wedbush Securities
California
$421K -$268K -4,817 -39%
WCG
163
Weaver Consulting Group
California
$413K
Creative Planning
164
Creative Planning
Kansas
$408K -$156K -2,803 -28%
APG
165
Abacus Planning Group
South Carolina
$400K
UWPG
166
Ullmann Wealth Partners Group
Florida
$396K -$16.2K -290 -4%
NPF
167
Norris Perne & French
Michigan
$395K
OIA
168
Optimum Investment Advisors
Illinois
$391K
BCA
169
Berman Capital Advisors
Georgia
$382K +$292K +5,235 +347%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$374K +$82K +1,473 +29%
MAFM
171
Mid Atlantic Financial Management
Pennsylvania
$369K +$780 +14 +0.2%
PWAP
172
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$367K +$59.3K +1,065 +20%
SMFS
173
Squar Milner Financial Services
California
$361K +$99.1K +1,780 +39%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$357K -$279 -5 -0.1%
RBC
175
Roble Belko & Company
Pennsylvania
$346K