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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
151
Meristem Family Wealth
Minnesota
$740K +$724K +14,170 New
BAM
152
Baldrige Asset Management
Pennsylvania
$726K +$122K +2,389 +21%
SLA
153
Silver Lake Advisory
Utah
$716K -$2.81K -55 -0.4%
PA
154
Prism Advisors
California
$689K -$33.2K -651 -5%
SC
155
Scotia Capital
Ontario, Canada
$660K -$40.9K -800 -6%
NWP
156
Northstar Wealth Partners
Connecticut
$644K -$29.9K -585 -5%
IFG
157
Investors Financial Group
Minnesota
$640K -$20K -391 -3%
B
158
Bellecapital
Switzerland
$627K – – –
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$624K +$158K +3,091 +35%
CFA
160
Carroll Financial Associates
North Carolina
$604K -$149K -2,919 -20%
APWM
161
Atlas Private Wealth Management
New York
$598K -$63.8K -1,250 -10%
EWA
162
EP Wealth Advisors
California
$584K -$156K -3,064 -22%
MWM
163
Modera Wealth Management
New Jersey
$571K -$92.2K -1,806 -14%
IWAG
164
Integer Wealth Advisors Group
Georgia
$568K +$51 +1 +0%
GP
165
Geneva Partners
Wisconsin
$567K -$209K -4,093 -27%
Lido Advisors
166
Lido Advisors
California
$565K +$553K +10,823 New
MIAN
167
Mariner Independent Advisor Network
Kansas
$562K -$95.2K -1,865 -15%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$560K +$54.7K +1,072 +11%
WPC
169
White Pine Capital
Minnesota
$559K -$66.5K -1,303 -11%
PFS
170
Prospera Financial Services
Texas
$552K -$264K -5,162 -33%
HNB
171
Huntington National Bank
Ohio
$543K -$38K -744 -7%
ATC
172
Argent Trust Co
Tennessee
$543K – – –
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$515K +$55.4K +1,085 +12%
PFA
174
Pure Financial Advisors
California
$510K -$230K -4,506 -32%
IF
175
Intrua Financial
Texas
$480K +$437K +8,563 New