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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$577K +$174K +2,892 +46%
KA
177
Kovack Advisors
Florida
$563K +$38.9K +646 +8%
TC
178
TAP Consulting
Missouri
$557K -$12.7K -210 -2%
MAM
179
Marotta Asset Management
Virginia
$553K +$543K +9,002 New
PCA
180
Personal Capital Advisors
California
$550K +$526K +8,726 New
CPO
181
Cerity Partners OCIO
New York
$543K -$19.8K -329 -4%
RJT
182
Raymond James Trust
Florida
$541K +$5.85K +97 +1%
Creative Planning
183
Creative Planning
Kansas
$539K -$11.6K -193 -2%
GTAM
184
Global Trust Asset Management
Florida
$531K +$508K +8,425 New
HCA
185
Heck Capital Advisors
Wisconsin
$528K -$2.05K -34 -0.4%
CL
186
CIM LLC
New York
$514K -$422 -7 -0.1%
VCA
187
Verdence Capital Advisors
Maryland
$513K +$490K +8,134 New
FCM
188
Firestone Capital Management
Florida
$512K +$490K +8,122 New
RG
189
Rikoon Group
New Mexico
$493K +$844 +14 +0.2%
AWMS
190
Advocacy Wealth Management Services
Georgia
$493K +$230K +3,816 +95%
MCP
191
Mirador Capital Partners
California
$482K -$491K -8,136 -52%
SCM
192
Sitrin Capital Management
California
$482K -$231K -3,825 -33%
CCMD
193
Cypress Capital Management (Delaware)
Delaware
$474K – – –
Financial Engines Advisors
194
Financial Engines Advisors
California
$474K +$454K +7,523 New
WT
195
Whittier Trust
California
$464K – – –
Millennium Management
196
Millennium Management
New York
$464K +$444K +7,360 New
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$462K +$253K +4,193 +134%
PWAP
198
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$459K +$47.3K +785 +12%
MWC
199
MKD Wealth Coaches
Michigan
$457K +$6.09K +101 +1%
APG
200
Abacus Planning Group
South Carolina
$445K – – –