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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Axxcess Wealth Management
California
$1.26M +$126K +1,620 +12%
LSA
252
Lansing Street Advisors
Pennsylvania
$1.25M +$1.16M +14,858 New
FFA
253
Farther Finance Advisors
California
$1.23M +$834K +10,706 +276%
PA
254
PFG Advisors
Arizona
$1.22M +$38.6K +496 +4%
WSTAM
255
Wilbanks Smith & Thomas Asset Management
Virginia
$1.2M +$1.11M +14,224 New
PFM
256
Phillips Financial Management
Indiana
$1.19M -$24.8K -319 -2%
W
257
Wealthquest
Ohio
$1.17M -$77.8K -999 -7%
EWM
258
Evermay Wealth Management
Virginia
$1.16M +$93.1K +1,196 +9%
CFO
259
Collective Family Office
Pennsylvania
$1.14M -$786K -10,097 -43%
ASBI
260
American State Bank (Iowa)
Iowa
$1.14M +$61.5K +790 +6%
S
261
Sachetta
Massachusetts
$1.13M +$1.04M +13,394 New
LGWM
262
Litman Gregory Wealth Management
California
$1.12M -$51.2K -658 -5%
NL
263
NWAM LLC
Washington
$1.12M +$284K +3,643 +38%
MCA
264
Maryland Capital Advisors
Maryland
$1.12M +$1.17K +15 +0.1%
MWM
265
Mascoma Wealth Management
New Hampshire
$1.11M -$328K -4,218 -24%
PA
266
Prism Advisors
California
$1.11M
MWM
267
Modern Wealth Management
Kansas
$1.11M +$1.03M +13,186 New
Deutsche Bank
268
Deutsche Bank
Germany
$1.1M +$116K +1,493 +13%
Northern Trust
269
Northern Trust
Illinois
$1.09M -$11.1K -142 -1%
NFP
270
Narus Financial Partners
Utah
$1.08M -$22.2K -285 -2%
FFN
271
Focus Financial Network
Minnesota
$1.08M +$996K +12,795 New
FA
272
Fortis Advisors
Pennsylvania
$1.07M +$10.7K +137 +1%
BPA
273
Beacon Pointe Advisors
California
$1.05M -$23.4M -300,486 -96%
CFG
274
Carr Financial Group
Massachusetts
$1.02M
BWM
275
Brickley Wealth Management
California
$1.01M +$692K +8,880 +283%