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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
WealthShield Partners
North Carolina
$141K +$138K +2,696 New
TL
252
TrueWealth LLC
Georgia
$139K – – –
AWM
253
Avior Wealth Management
Nebraska
$139K +$133K +2,599 +3,375%
SFS
254
Sowell Financial Services
Arkansas
$115K -$84.6K -1,657 -43%
RG
255
Retirement Group
California
$115K +$112K +2,201 New
IFAM
256
Institutional & Family Asset Management
Colorado
$115K +$112K +2,203 New
S
257
SignatureFD
Georgia
$108K -$709K -13,878 -87%
MA
258
MCF Advisors
Kentucky
$105K – – –
SF
259
Synovus Financial
Georgia
$101K -$15.9K -311 -14%
FFC
260
First Financial Corp
Indiana
$92K – – –
Bank Julius Baer & Co
261
Bank Julius Baer & Co
Switzerland
$88K – – –
BCA
262
Berman Capital Advisors
Georgia
$78K -$273K -5,345 -78%
ADL
263
Asset Dedication LLC
California
$75K – – –
SW
264
SVB Wealth
Massachusetts
$74K +$72.8K +1,425 New
FP
265
Financial Perspectives
Minnesota
$73.4K +$255 +5 +0.4%
LGWM
266
Litman Gregory Wealth Management
California
$71K – – –
Franklin Resources
267
Franklin Resources
California
$69K +$64.5K +1,263 New
MMG
268
Monetary Management Group
Missouri
$67K – – –
CA
269
Clearstead Advisors
Ohio
$62K – – –
GI
270
Gradient Investments
Minnesota
$61K – – –
KPW
271
Kore Private Wealth
New York
$60K – – –
BWA
272
BDO Wealth Advisors
Florida
$59K -$51.6K -1,011 -47%
OPS
273
Orion Portfolio Solutions
Nebraska
$55K -$13.6K -267 -20%
DAM
274
Delta Asset Management
Tennessee
$55K – – –
IF
275
Ironwood Financial
Arizona
$53K +$11.4K +224 +28%