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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$424K +$427K +7,814 New
CFA
177
Cahill Financial Advisors
Minnesota
$405K +$2.95K +54 +0.7%
NFG
178
Next Financial Group
Texas
$405K +$29K +530 +8%
WT
179
Whittier Trust
California
$400K – – –
IA
180
IFG Advisory
Georgia
$396K +$28.7K +525 +8%
UWPG
181
Ullmann Wealth Partners Group
Florida
$381K +$219 +4 +0.1%
KL
182
KWMG LLC
Kansas
$378K -$14.4K -264 -4%
BRWA
183
B. Riley Wealth Advisors
Florida
$371K +$35.2K +644 +10%
RG
184
Rikoon Group
New Mexico
$370K -$56.2K -1,028 -13%
CCMD
185
Cypress Capital Management (Delaware)
Delaware
$369K – – –
RJT
186
Raymond James Trust
Florida
$368K – – –
APG
187
Abacus Planning Group
South Carolina
$366K – – –
VFP
188
Verus Financial Partners
Virginia
$366K +$368K +6,737 New
ZIG
189
Zuckerman Investment Group
Illinois
$358K +$47.9K +877 +15%
EIA
190
Eldridge Investment Advisors
New Hampshire
$352K +$82K +1,500 +30%
CAM
191
Cozad Asset Management
Illinois
$346K – – –
TC
192
TAP Consulting
Missouri
$342K +$6.89K +126 +2%
RBC
193
Roble Belko & Company
Pennsylvania
$318K – – –
RWM
194
Raffa Wealth Management
District of Columbia
$309K +$25.7K +470 +9%
BPA
195
Beacon Pointe Advisors
California
$307K +$49.9K +913 +19%
AWE
196
Avidian Wealth Enterprises
Texas
$305K +$601 +11 +0.2%
M&T Bank
197
M&T Bank
New York
$303K +$16.5K +301 +6%
Prudential Financial
198
Prudential Financial
New Jersey
$290K +$27.9K +511 +11%
NA
199
NewEdge Advisors
Louisiana
$289K -$24K -440 -8%
MIA
200
MainStreet Investment Advisors
Illinois
$286K -$19.4M -355,779 -99%