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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$933K +$346K +4,667 +62%
WA
202
Wealth Alliance
New York
$930K -$35.5K -478 -4%
PA
203
PFG Advisors
Arizona
$927K -$1.63K -22 -0.2%
MWM
204
Mascoma Wealth Management
New Hampshire
$924K -$12.2K -165 -1%
BTWM
205
Baker Tilly Wealth Management
Wisconsin
$914K +$115K +1,548 +15%
WPC
206
White Pine Capital
Minnesota
$906K +$8.9K +120 +1%
N
207
Natixis
France
$890K
CAG
208
Csenge Advisory Group
Florida
$885K -$44K -593 -5%
FA
209
Flagstar Advisors
New York
$884K -$103K -1,384 -11%
MGIA
210
Moneta Group Investment Advisors
Missouri
$881K +$395K +5,332 +86%
KPCM
211
Kings Point Capital Management
New York
$880K
ATC
212
Argent Trust Co
Tennessee
$872K +$76.6K +1,033 +10%
SW
213
SVB Wealth
Massachusetts
$871K +$393K +5,296 +87%
RRA
214
Round Rock Advisors
Connecticut
$852K +$827K +11,156 New
CAM
215
Cozad Asset Management
Illinois
$845K +$348K +4,690 +74%
MCM
216
MAI Capital Management
Ohio
$845K +$515K +6,948 +169%
FHA
217
Flagship Harbor Advisors
Massachusetts
$838K -$28.7K -387 -3%
MIAN
218
Mariner Independent Advisor Network
Kansas
$832K -$356K -4,794 -31%
BFG
219
Barber Financial Group
Kansas
$831K +$323K +4,349 +66%
IFG
220
Investors Financial Group
Minnesota
$829K +$85K +1,146 +12%
TC
221
Telemus Capital
Michigan
$826K -$35.2K -475 -4%
ASBI
222
American State Bank (Iowa)
Iowa
$817K +$46.7K +629 +6%
DCM
223
Disciplina Capital Management
Tennessee
$814K -$5.77M -77,809 -88%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$813K -$16.6K -224 -2%
HNB
225
Huntington National Bank
Ohio
$793K