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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Prism Advisors
California
$717K – – –
SC
152
Scotia Capital
Ontario, Canada
$686K +$437 +8 +0.1%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$671K +$137K +2,511 +25%
B
154
Bellecapital
Switzerland
$651K – – –
CFA
155
Carroll Financial Associates
North Carolina
$637K +$9.73K +178 +2%
N
156
Natixis
France
$633K +$637K +11,660 New
APWM
157
Atlas Private Wealth Management
New York
$627K +$5.63K +103 +0.9%
IFG
158
Investors Financial Group
Minnesota
$605K -$60.7K -1,111 -9%
IWAG
159
Integer Wealth Advisors Group
Georgia
$600K +$711 +13 +0.1%
WPC
160
White Pine Capital
Minnesota
$590K +$8.47K +155 +1%
ATC
161
Argent Trust Co
Tennessee
$564K – – –
HNB
162
Huntington National Bank
Ohio
$564K – – –
SCP
163
Syntal Capital Partners
Texas
$551K +$555K +10,162 New
Lido Advisors
164
Lido Advisors
California
$548K -$40.3K -737 -7%
CI
165
CX Institutional
Indiana
$541K +$44.7K +818 +9%
PFA
166
Pure Financial Advisors
California
$530K – – –
MWM
167
Modera Wealth Management
New Jersey
$523K -$71.1K -1,300 -12%
FCM
168
Firestone Capital Management
Florida
$483K – – –
CPO
169
Cerity Partners OCIO
New York
$475K +$2.62K +48 +0.6%
EFL
170
ERn Financial LLC
Wisconsin
$474K +$29.4K +538 +7%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$464K -$307K -5,624 -40%
Comerica Bank
172
Comerica Bank
Texas
$452K – – –
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$444K -$139K -2,537 -24%
AIA
174
Angeles Investment Advisors
California
$429K – – –
CL
175
CIM LLC
New York
$425K +$60.5K +1,107 +17%