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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAP
176
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$297K -$112K -2,090 -28%
FHA
177
Flagship Harbor Advisors
Massachusetts
$296K -$19.6K -366 -6%
5L
178
55I LLC
Massachusetts
$290K +$283K +5,289 New
NGA
179
Naples Global Advisors
Florida
$289K -$5.34K -100 -2%
PA
180
PFG Advisors
Arizona
$285K -$748 -14 -0.3%
EAM
181
Evanson Asset Management
California
$284K -$62.8K -1,175 -18%
BCM
182
BTC Capital Management
Iowa
$282K
MA
183
MCF Advisors
Kentucky
$282K
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$282K +$274K +5,136 New
SWA
185
Stratos Wealth Advisors
Ohio
$275K +$13.5K +253 +5%
JIC
186
Johnson Investment Counsel
Ohio
$271K
DJSG
187
D.J. St. Germain
Massachusetts
$268K
PA
188
Pinnacle Associates
New York
$266K
PWMAG
189
Pinnacle Wealth Management Advisory Group
New Jersey
$266K
SMFS
190
Squar Milner Financial Services
California
$251K
WCM
191
Windham Capital Management
Massachusetts
$247K +$240K +4,500 New
BFPW
192
BOK Financial Private Wealth
Colorado
$246K -$9.46K -177 -4%
CI
193
CX Institutional
Indiana
$241K -$5.15M -96,345 -96%
GJIC
194
Gamble Jones Investment Counsel
California
$238K +$232K +4,339 New
FWM
195
FFT Wealth Management
Pennsylvania
$233K +$695 +13 +0.3%
CGA
196
Crescent Grove Advisors
Illinois
$229K
RE
197
RBC Europe
United Kingdom
$228K
Baird Financial Group
198
Baird Financial Group
Wisconsin
$227K -$1.99M -37,229 -90%
PFA
199
Pinnacle Family Advisors
Missouri
$218K -$763K -14,274 -78%
PJSIMP
200
P.J. Schmidt Investment Management (PJS)
Wisconsin
$213K +$208K +3,888 New