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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
201
Pure Financial Advisors
California
$544K -$59.7K -1,019 -10%
PWAP
202
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$516K +$486K +8,301 New
CFA
203
Cahill Financial Advisors
Minnesota
$492K +$26.8K +457 +6%
CL
204
CIM LLC
New York
$485K +$1.29K +22 +0.3%
WT
205
Whittier Trust
California
$458K – – –
NFG
206
Next Financial Group
Texas
$454K -$9.26K -158 -2%
FA
207
FDx Advisors
Illinois
$451K +$425K +7,248 New
KL
208
KWMG LLC
Kansas
$450K +$16.1K +275 +4%
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$443K -$62.5K -1,066 -13%
ICP
210
Interchange Capital Partners
Pennsylvania
$441K +$416K +7,103 New
UWPG
211
Ullmann Wealth Partners Group
Florida
$436K +$176 +3 +0%
WCM
212
WealthBridge Capital Management
Ohio
$426K +$402K +6,856 New
CCMD
213
Cypress Capital Management (Delaware)
Delaware
$423K – – –
RJT
214
Raymond James Trust
Florida
$422K – – –
MP
215
McDonald Partners
Ohio
$420K +$395K +6,748 New
APG
216
Abacus Planning Group
South Carolina
$419K – – –
PWM
217
PBMares Wealth Management
Virginia
$410K +$120K +2,040 +45%
Renaissance Technologies
218
Renaissance Technologies
New York
$410K +$387K +6,600 New
IA
219
IFG Advisory
Georgia
$404K -$46.8K -798 -11%
CAM
220
Cozad Asset Management
Illinois
$396K – – –
BTWM
221
Baker Tilly Wealth Management
Wisconsin
$396K +$373K +6,366 New
BPA
222
Beacon Pointe Advisors
California
$393K +$39.3K +670 +12%
OWA
223
Octavia Wealth Advisors
Ohio
$393K +$370K +6,313 New
Nuveen
224
Nuveen
North Carolina
$392K +$369K +6,302 New
TC
225
TAP Consulting
Missouri
$380K -$10.7K -183 -3%