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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
176
American Portfolios Advisors
New York
$312K +$163K +3,074 +94%
AP
177
Appleton Partners
Massachusetts
$309K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$307K
RBC
179
Roble Belko & Company
Pennsylvania
$300K
AWM
180
Alterna Wealth Management
Texas
$291K +$316K +5,938 New
FHA
181
Flagship Harbor Advisors
Massachusetts
$283K -$1.92M -36,057 -86%
GIA
182
Gladstone Institutional Advisory
Florida
$281K +$304K +5,720 New
MWC
183
MKD Wealth Coaches
Michigan
$279K +$303K +5,690 New
CL
184
CIM LLC
New York
$277K +$30.6K +575 +11%
NGA
185
Naples Global Advisors
Florida
$274K -$13.8K -260 -5%
PA
186
PFG Advisors
Arizona
$271K
BCM
187
BTC Capital Management
Iowa
$252K
MA
188
MCF Advisors
Kentucky
$252K
M&T Bank
189
M&T Bank
New York
$247K +$268K +5,034 New
JIC
190
Johnson Investment Counsel
Ohio
$243K +$264K +4,960 New
DJSG
191
D.J. St. Germain
Massachusetts
$240K -$34.7K -652 -12%
PA
192
Pinnacle Associates
New York
$238K +$258K +4,850 New
PWMAG
193
Pinnacle Wealth Management Advisory Group
New Jersey
$238K +$258K +4,850 New
SWA
194
Stratos Wealth Advisors
Ohio
$234K +$254K +4,771 New
BFPW
195
BOK Financial Private Wealth
Colorado
$229K -$35.2K -662 -12%
SMFS
196
Squar Milner Financial Services
California
$225K
HFS
197
HL Financial Services
Kentucky
$210K +$228K +4,282 New
FWM
198
FFT Wealth Management
Pennsylvania
$208K -$424K -7,983 -65%
CGA
199
Crescent Grove Advisors
Illinois
$205K +$222K +4,181 New
RE
200
RBC Europe
United Kingdom
$204K