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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
226
Lido Advisors
California
$593K -$22.6K -311 -4%
CFA
227
Cahill Financial Advisors
Minnesota
$586K +$21K +289 +4%
FA
228
FDx Advisors
Illinois
$575K +$1.67K +23 +0.3%
FF
229
FourThought Financial
Florida
$570K -$80.2K -1,105 -12%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$566K -$5.3K -73 -0.9%
FTS
231
Fifth Third Securities
Ohio
$564K +$578K +7,954 New
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$560K +$3.27K +45 +0.6%
MMPW
233
Mitchell McLeod Pugh & Williams
Alabama
$542K +$556K +7,653 New
SPIA
234
Steward Partners Investment Advisory
New York
$535K +$96.4K +1,327 +21%
WT
235
Whittier Trust
California
$522K – – –
BPA
236
Beacon Pointe Advisors
California
$519K -$34.1K -470 -6%
GIA
237
Gladstone Institutional Advisory
Florida
$515K +$9.95K +137 +2%
KL
238
KWMG LLC
Kansas
$502K -$10.8K -149 -2%
UWPG
239
Ullmann Wealth Partners Group
Florida
$498K +$290 +4 +0.1%
SAS
240
Sanford Advisory Services
Michigan
$493K +$39.7K +546 +9%
NA
241
NewEdge Advisors
Louisiana
$492K -$86.6K -1,192 -15%
CL
242
CIM LLC
New York
$492K -$23.2K -320 -5%
Northern Trust
243
Northern Trust
Illinois
$492K +$9.08K +125 +2%
Bessemer Group
244
Bessemer Group
New Jersey
$483K +$475K +6,537 +2,351%
IA
245
IFP Advisors
Florida
$482K +$55K +758 +13%
APG
246
Abacus Planning Group
South Carolina
$478K – – –
CCMD
247
Cypress Capital Management (Delaware)
Delaware
$476K – – –
BFG
248
Barber Financial Group
Kansas
$464K +$16.9K +233 +4%
CPW
249
Catalyst Private Wealth
California
$459K +$471K +6,481 New
CAM
250
Cozad Asset Management
Illinois
$452K – – –