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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
201
P.J. Schmidt Investment Management (PJS)
Wisconsin
$251K +$7.97K +140 +3%
SSWM
202
Sheets Smith Wealth Management
North Carolina
$251K +$28.5K +500 +13%
CGA
203
Crescent Grove Advisors
Illinois
$242K – – –
RE
204
RBC Europe
United Kingdom
$240K – – –
EIP
205
Ellis Investment Partners
Pennsylvania
$239K -$39K -685 -14%
AWMS
206
Advocacy Wealth Management Services
Georgia
$231K +$228K +4,000 New
PFA
207
Pinnacle Family Advisors
Missouri
$230K +$114 +2 +0.1%
NL
208
NWAM LLC
Washington
$225K +$6.26K +110 +3%
BPA
209
Beacon Pointe Advisors
California
$204K – – –
CAL
210
Capital Analysts LLC
Pennsylvania
$196K – – –
NCM
211
Next Capital Management
New York
$184K -$7.34K -129 -4%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$181K -$23.6K -414 -12%
SFC
213
SYM Financial Corp
Indiana
$165K -$17.1K -301 -10%
SPIA
214
Steward Partners Investment Advisory
New York
$157K -$18.8K -331 -11%
TL
215
TrueWealth LLC
Georgia
$153K – – –
SFS
216
Sowell Financial Services
Arkansas
$122K +$121K +2,118 New
MA
217
MCF Advisors
Kentucky
$116K -$171K -3,007 -60%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$107K – – –
FFC
219
First Financial Corp
Indiana
$102K – – –
FM
220
Family Management
New York
$79K – – –
LGWM
221
Litman Gregory Wealth Management
California
$79K – – –
ADL
222
Asset Dedication LLC
California
$78K -$2.96K -52 -4%
MMG
223
Monetary Management Group
Missouri
$74K – – –
SF
224
Synovus Financial
Georgia
$66K +$228 +4 +0.4%
BEI
225
Benjamin Edwards Inc
Missouri
$57K -$1.48K -26 -3%