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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
176
MKD Wealth Coaches
Michigan
$336K -$9.97K -179 -3%
PPW
177
Pasadena Private Wealth
California
$331K -$96.3K -1,728 -23%
AP
178
Appleton Partners
Massachusetts
$323K
NGA
179
Naples Global Advisors
Florida
$303K +$4.46K +80 +2%
AW
180
ACG Wealth
Georgia
$302K +$87.9K +1,578 +42%
FHA
181
Flagship Harbor Advisors
Massachusetts
$300K -$6.02K -108 -2%
DADC
182
D.A. Davidson & Co
Montana
$298K +$293K +5,265 New
BCM
183
BTC Capital Management
Iowa
$291K
PA
184
PFG Advisors
Arizona
$291K +$1.45K +26 +0.5%
MA
185
Mutual Advisors
Nebraska
$290K +$286K +5,126 New
SWA
186
Stratos Wealth Advisors
Ohio
$288K +$3.23K +58 +1%
MA
187
MCF Advisors
Kentucky
$284K -$6.68K -120 -2%
GJIC
188
Gamble Jones Investment Counsel
California
$282K +$35.6K +639 +15%
EIP
189
Ellis Investment Partners
Pennsylvania
$279K +$273K +4,893 New
BRWA
190
B. Riley Wealth Advisors
Florida
$278K -$636K -11,411 -70%
DJSG
191
D.J. St. Germain
Massachusetts
$277K
WCM
192
Windham Capital Management
Massachusetts
$255K
AAS
193
Avantax Advisory Services
Texas
$250K +$246K +4,420 New
FWM
194
FFT Wealth Management
Pennsylvania
$242K +$836 +15 +0.4%
PJSIMP
195
P.J. Schmidt Investment Management (PJS)
Wisconsin
$238K +$17K +306 +8%
CGA
196
Crescent Grove Advisors
Illinois
$237K
RE
197
RBC Europe
United Kingdom
$236K
Baird Financial Group
198
Baird Financial Group
Wisconsin
$233K -$1.73K -31 -0.7%
BFPW
199
BOK Financial Private Wealth
Colorado
$229K -$24.5K -440 -10%
PFA
200
Pinnacle Family Advisors
Missouri
$225K +$111 +2 +0.1%