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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Avior Wealth Management
Nebraska
$105K -$40.5K -741 -28%
FFC
252
First Financial Corp
Indiana
$95K
Bank Julius Baer & Co
253
Bank Julius Baer & Co
Switzerland
$91K
ADL
254
Asset Dedication LLC
California
$82K +$4.04K +74 +5%
BCA
255
Berman Capital Advisors
Georgia
$81K
SW
256
SVB Wealth
Massachusetts
$78K +$929 +17 +1%
FP
257
Financial Perspectives
Minnesota
$76.6K +$273 +5 +0.4%
LGWM
258
Litman Gregory Wealth Management
California
$74K
MMG
259
Monetary Management Group
Missouri
$69K
FHC
260
First Horizon Corporation
Tennessee
$67K +$67.5K +1,235 New
CA
261
Clearstead Advisors
Ohio
$65K
GI
262
Gradient Investments
Minnesota
$63K
DAM
263
Delta Asset Management
Tennessee
$57K
IF
264
Ironwood Financial
Arizona
$56K
NFSG
265
Newbridge Financial Services Group
Florida
$55K +$54.9K +1,005 New
CIA
266
Cascade Investment Advisors
Oregon
$52.1K
RFA
267
Reilly Financial Advisors
California
$39K -$3.28K -60 -8%
TFGT
268
TS Financial Group (TSFG)
Illinois
$34K
TFS
269
TrustCore Financial Services
Tennessee
$33K
FCA
270
FinTrust Capital Advisors
South Carolina
$29K
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$28K +$17.8K +326 +180%
FFA
272
Founders Financial Alliance
North Carolina
$27K +$26.2K +480 New
RCA
273
Rowland Carmichael Advisors
Arizona
$27K +$27.4K +502 New
CHA
274
Carmichael Hill & Associates
Maryland
$25K
ZB
275
Zions Bancorporation
Utah
$22K -$22.6K -413 -50%