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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TL
251
TrueWealth LLC
Georgia
$139K
AWM
252
Avior Wealth Management
Nebraska
$139K +$133K +2,599 +3,375%
SFS
253
Sowell Financial Services
Arkansas
$115K -$84.6K -1,657 -43%
RG
254
Retirement Group
California
$115K +$112K +2,201 New
IFAM
255
Institutional & Family Asset Management
Colorado
$115K +$112K +2,203 New
S
256
SignatureFD
Georgia
$108K -$709K -13,878 -87%
MA
257
MCF Advisors
Kentucky
$105K
SF
258
Synovus Financial
Georgia
$101K -$15.9K -311 -14%
FFC
259
First Financial Corp
Indiana
$92K
Bank Julius Baer & Co
260
Bank Julius Baer & Co
Switzerland
$88K
BCA
261
Berman Capital Advisors
Georgia
$78K -$273K -5,345 -78%
ADL
262
Asset Dedication LLC
California
$75K
SW
263
SVB Wealth
Massachusetts
$74K +$72.8K +1,425 New
FP
264
Financial Perspectives
Minnesota
$73.4K +$255 +5 +0.4%
LGWM
265
Litman Gregory Wealth Management
California
$71K
Franklin Resources
266
Franklin Resources
California
$69K +$64.5K +1,263 New
MMG
267
Monetary Management Group
Missouri
$67K
CA
268
Clearstead Advisors
Ohio
$62K
GI
269
Gradient Investments
Minnesota
$61K
KPW
270
Kore Private Wealth
New York
$60K
BWA
271
BDO Wealth Advisors
Florida
$59K -$51.6K -1,011 -47%
OPS
272
Orion Portfolio Solutions
Nebraska
$55K -$13.6K -267 -20%
DAM
273
Delta Asset Management
Tennessee
$55K
IF
274
Ironwood Financial
Arizona
$53K +$11.4K +224 +28%
CIA
275
Cascade Investment Advisors
Oregon
$50.1K