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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
201
Ullmann Wealth Partners Group
Florida
$441K +$181 +3 +0%
OIA
202
Optimum Investment Advisors
Illinois
$435K
BCA
203
Berman Capital Advisors
Georgia
$429K +$1.93K +32 +0.5%
LP
204
LGL Partners
Pennsylvania
$426K -$13.1K -218 -3%
BFWA
205
Benchmark Financial Wealth Advisors
Florida
$426K +$408K +6,765 New
Bank of New York Mellon
206
Bank of New York Mellon
New York
$424K +$406K +6,728 New
MGAM
207
McGowan Group Asset Management
Texas
$421K
IA
208
IFG Advisory
Georgia
$408K -$40.6K -674 -9%
WCG
209
Weaver Consulting Group
California
$407K
SMFS
210
Squar Milner Financial Services
California
$401K
FHA
211
Flagship Harbor Advisors
Massachusetts
$401K +$36.4K +604 +10%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$394K
WWM
213
Windsor Wealth Management
Indiana
$391K +$374K +6,197 New
Boston Partners
214
Boston Partners
Massachusetts
$385K +$367K +6,094 New
WS
215
Wedbush Securities
California
$370K -$377K -6,247 -52%
RBC
216
Roble Belko & Company
Pennsylvania
$370K
PPW
217
Pasadena Private Wealth
California
$368K
BPB
218
Badgley, Phelps & Bell
Washington
$367K +$351K +5,828 New
EWM
219
EPG Wealth Management
Georgia
$351K +$336K +5,576 New
NGA
220
Naples Global Advisors
Florida
$347K +$15.7K +260 +5%
SWA
221
Stratos Wealth Advisors
Ohio
$343K +$3.44K +57 +1%
ZIC
222
ZWJ Investment Counsel
Georgia
$340K +$325K +5,396 New
DADC
223
D.A. Davidson & Co
Montana
$332K
AP
224
Appleton Partners
Massachusetts
$331K
GJIC
225
Gamble Jones Investment Counsel
California
$329K +$7.84K +130 +3%