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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Western Wealth Management
Colorado
$1.86M -$110K -1,131 -6%
LOIM
252
Liberty One Investment Management
Illinois
$1.78M +$32.1K +330 +2%
WWM
253
WJ Wealth Management
Arizona
$1.77M -$1.71M -17,536 -50%
TCM
254
Traub Capital Management
Massachusetts
$1.77M -$18.1K -186 -1%
HP
255
Holistic Planning
Texas
$1.76M +$11.3K +116 +0.7%
NAS
256
NWF Advisory Services
California
$1.75M -$139K -1,429 -8%
CHJWM
257
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.69M +$3.8K +39 +0.2%
OPTFSNA
258
Old Point Trust & Financial Services N A
Virginia
$1.69M +$928K +9,536 +129%
VAM
259
Verity Asset Management
North Carolina
$1.65M +$715K +7,350 +80%
TWM
260
TriaGen Wealth Management
California
$1.64M -$9.73K -100 -0.6%
BWM
261
Boyd Wealth Management
California
$1.63M -$4.77K -49 -0.3%
DAS
262
Diversify Advisory Services
Utah
$1.61M -$46.4K -477 -3%
BPA
263
Beacon Pointe Advisors
California
$1.56M +$396K +4,064 +35%
CG
264
CFO4Life Group
Texas
$1.54M – – –
AF
265
Apollon Financial
South Carolina
$1.52M +$426K +4,378 +40%
NCM
266
Next Capital Management
New York
$1.5M +$142K +1,455 +11%
Tudor Investment Corp
267
Tudor Investment Corp
Connecticut
$1.47M +$1.44M +14,743 New
ASN
268
Advisory Services Network
Georgia
$1.46M -$27.4K -281 -2%
SFG
269
Sovereign Financial Group
Connecticut
$1.45M -$26.9K -276 -2%
AWM
270
Axxcess Wealth Management
California
$1.44M -$485K -4,985 -26%
GSEP
271
Golden State Equity Partners
California
$1.43M -$109K -1,122 -7%
HNB
272
Huntington National Bank
Ohio
$1.4M – – –
NWWA
273
New Wave Wealth Advisors
Arkansas
$1.36M -$1.28M -13,125 -49%
IG
274
IFS Group
Pennsylvania
$1.34M +$1.3M +13,348 New
WA
275
Waverly Advisors
Alabama
$1.33M +$8.27K +85 +0.6%