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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFWA
251
Benchmark Financial Wealth Advisors
Florida
$540K +$1.17K +17 +0.2%
SWA
252
Stratos Wealth Advisors
Ohio
$540K +$104K +1,512 +21%
GT
253
Glenview Trust
Kentucky
$539K
EWM
254
Endowment Wealth Management
Wisconsin
$538K +$85.3K +1,236 +17%
PFA
255
Pure Financial Advisors
California
$535K
Lido Advisors
256
Lido Advisors
California
$524K
BPA
257
Beacon Pointe Advisors
California
$516K +$245K +3,555 +76%
FA
258
FDx Advisors
Illinois
$513K +$1.1K +16 +0.2%
ICP
259
Interchange Capital Partners
Pennsylvania
$513K +$1.1K +16 +0.2%
Northern Trust
260
Northern Trust
Illinois
$511K
GIA
261
Gladstone Institutional Advisory
Florida
$507K +$31.8K +460 +6%
BRWA
262
B. Riley Wealth Advisors
Florida
$495K -$10.1K -146 -2%
RJT
263
Raymond James Trust
Florida
$480K -$69K -1,000 -12%
MMPW
264
Mitchell McLeod Pugh & Williams
Alabama
$479K
SFC
265
SYM Financial Corp
Indiana
$476K +$45.2K +655 +9%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$471K +$9.73K +141 +2%
FF
267
FourThought Financial
Florida
$466K +$1.93K +28 +0.4%
WT
268
Whittier Trust
California
$461K
CL
269
CIM LLC
New York
$457K -$16.2K -235 -3%
UWPG
270
Ullmann Wealth Partners Group
Florida
$442K +$2K +29 +0.4%
PFS
271
Prospera Financial Services
Texas
$437K +$9.8K +142 +2%
VCA
272
Verdence Capital Advisors
Maryland
$436K +$12.6K +183 +3%
WIM
273
WealthPlan Investment Management
Nebraska
$428K +$411K +5,954 New
CPO
274
Cerity Partners OCIO
New York
$427K +$12.8K +185 +3%
CWP
275
Curated Wealth Partners
California
$423K -$10.4K -150 -2%