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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
176
Phillips Financial Management
Indiana
$1.16M -$113K -1,568 -9%
CB
177
Commerce Bank
Missouri
$1.15M -$174K -2,425 -13%
CM
178
Columbus Macro
Pennsylvania
$1.15M -$164K -2,286 -13%
SLA
179
Silver Lake Advisory
Utah
$1.14M +$13.3K +185 +1%
MIAN
180
Mariner Independent Advisor Network
Kansas
$1.14M +$138K +1,917 +14%
CG
181
CFO4Life Group
Texas
$1.11M – – –
MWM
182
Mascoma Wealth Management
New Hampshire
$1.08M +$306K +4,261 +39%
MCA
183
Magnolia Capital Advisors
Mississippi
$1.08M +$1.08M +15,062 New
NFG
184
Next Financial Group
Texas
$1.07M +$553K +7,685 +106%
APWM
185
Atlas Private Wealth Management
New York
$1.06M -$5.39K -75 -0.5%
WPWM
186
Windward Private Wealth Management
Kansas
$1.06M -$89.8K -1,248 -8%
CHJWM
187
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.03M -$36.7K -510 -3%
WA
188
Wealth Alliance
New York
$998K -$339K -4,712 -25%
PA
189
Prism Advisors
California
$950K – – –
PA
190
PFG Advisors
Arizona
$919K -$50.1K -697 -5%
CI
191
CX Institutional
Indiana
$917K -$140K -1,944 -13%
FNBOH
192
First National Bank of Hutchinson
Kansas
$898K +$40.6K +565 +5%
CAG
193
Csenge Advisory Group
Florida
$885K +$116K +1,609 +15%
WCM
194
WealthBridge Capital Management
Ohio
$870K +$231K +3,217 +36%
EFL
195
ERn Financial LLC
Wisconsin
$868K +$7.7K +107 +0.9%
CFA
196
Carroll Financial Associates
North Carolina
$861K -$12.9K -180 -1%
SW
197
SVB Wealth
Massachusetts
$859K +$134K +1,863 +18%
Comerica Bank
198
Comerica Bank
Texas
$842K +$25.6K +356 +3%
N
199
Natixis
France
$839K – – –
WPC
200
White Pine Capital
Minnesota
$829K +$1.51K +21 +0.2%