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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
251
Farther Finance Advisors
California
$1.87M -$114K -1,267 -6%
TPW
252
TL Private Wealth
Texas
$1.87M -$17.4K -193 -1%
WWM
253
Western Wealth Management
Colorado
$1.87M -$269K -2,980 -13%
FHC
254
First Heartland Consultants
Missouri
$1.87M +$3.61K +40 +0.2%
MCA
255
Magnolia Capital Advisors
Mississippi
$1.84M -$22.8K -253 -1%
AWM
256
Axxcess Wealth Management
California
$1.83M +$1.48M +16,399 +552%
NFG
257
Nations Financial Group
Iowa
$1.83M +$78.9K +874 +5%
NAS
258
NWF Advisory Services
California
$1.79M -$308K -3,416 -15%
TCM
259
Traub Capital Management
Massachusetts
$1.7M +$1.62M +17,916 New
SIM
260
Synergy Investment Management
Florida
$1.67M -$3.45M -38,244 -68%
HP
261
Holistic Planning
Texas
$1.65M – – –
LOIM
262
Liberty One Investment Management
Illinois
$1.65M +$19.4K +215 +1%
AQR Capital Management
263
AQR Capital Management
Connecticut
$1.64M +$655K +7,255 +72%
DAS
264
Diversify Advisory Services
Utah
$1.6M +$1.48M +16,437 New
CHJWM
265
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.59M -$34K -377 -2%
Allianz Asset Management
266
Allianz Asset Management
Germany
$1.56M +$560K +6,200 +60%
TWM
267
TriaGen Wealth Management
California
$1.56M -$7.31K -81 -0.5%
BWM
268
Boyd Wealth Management
California
$1.55M +$488K +5,408 +49%
NW
269
NewEdge Wealth
Pennsylvania
$1.53M +$1.12M +12,455 +351%
HPM
270
Hoxton Planning & Management
West Virginia
$1.46M +$7.49K +83 +0.5%
GSEP
271
Golden State Equity Partners
California
$1.46M +$265K +2,939 +24%
CG
272
CFO4Life Group
Texas
$1.46M – – –
IC
273
IEQ Capital
California
$1.43M -$774K -8,576 -36%
ASN
274
Advisory Services Network
Georgia
$1.42M -$41.9K -464 -3%
SFG
275
Sovereign Financial Group
Connecticut
$1.4M -$20.2K -224 -1%