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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
176
Angeles Investment Advisors
California
$430K +$473K +8,230 New
V
177
Veritable
Delaware
$419K -$87.5K -1,521 -14%
TC
178
TAP Consulting
Missouri
$417K +$10.7K +186 +2%
FCM
179
Firestone Capital Management
Florida
$411K +$44.9K +780 +10%
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$409K +$510K +8,861 New
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$405K -$22K -383 -4%
CPO
182
Cerity Partners OCIO
New York
$400K +$3.39K +59 +0.7%
EFL
183
ERn Financial LLC
Wisconsin
$394K +$491K +8,535 New
RJT
184
Raymond James Trust
Florida
$392K -$5.58K -97 -1%
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$382K -$588K -10,231 -55%
FHA
186
Flagship Harbor Advisors
Massachusetts
$368K +$93K +1,617 +25%
SCM
187
Snow Capital Management
Pennsylvania
$364K -$1.38M -23,929 -75%
RG
188
Rikoon Group
New Mexico
$361K – – –
CI
189
CX Institutional
Indiana
$355K -$1.56M -27,042 -78%
BPA
190
Beacon Pointe Advisors
California
$355K -$89K -1,547 -17%
WT
191
Whittier Trust
California
$340K – – –
MAM
192
Marotta Asset Management
Virginia
$338K -$75.7K -1,317 -15%
HCA
193
Heck Capital Advisors
Wisconsin
$333K -$67K -1,165 -14%
APG
194
Abacus Planning Group
South Carolina
$332K +$7.02K +122 +2%
KL
195
KWMG LLC
Kansas
$329K +$409K +7,117 New
ECM
196
ETrade Capital Management
Virginia
$327K +$408K +7,087 New
UWPG
197
Ullmann Wealth Partners Group
Florida
$323K +$230 +4 +0.1%
OIA
198
Optimum Investment Advisors
Illinois
$319K – – –
IA
199
IFG Advisory
Georgia
$318K +$23.2K +403 +6%
BCA
200
Berman Capital Advisors
Georgia
$316K +$2.65K +46 +0.7%