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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
276
Benjamin Edwards Inc
Missouri
$328K -$3.41K -47 -1%
V
277
Veritable
Delaware
$320K -$116K -1,599 -26%
WCM
278
Windham Capital Management
Massachusetts
$319K – – –
FANJ
279
Financial Architects (New Jersey)
New Jersey
$309K – – –
B
280
Bellecapital
Switzerland
$304K – – –
IFG
281
Independent Financial Group
California
$302K +$73 +1 +0%
OWA
282
Octavia Wealth Advisors
Ohio
$297K -$32K -440 -10%
MCM
283
MAI Capital Management
Ohio
$292K +$299K +4,119 New
BFC
284
Bedel Financial Consulting
Indiana
$285K +$3.05K +42 +1%
BCA
285
Bay Colony Advisors
Massachusetts
$283K +$436 +6 +0.2%
DADC
286
D.A. Davidson & Co
Montana
$282K – – –
WP
287
WealthPLAN Partners
Nebraska
$281K – – –
SC
288
Scotia Capital
Ontario, Canada
$278K +$4.79K +66 +2%
MIAS
289
Mason Investment Advisory Services
Virginia
$276K – – –
SSWM
290
Sheets Smith Wealth Management
North Carolina
$274K – – –
TC
291
TAP Consulting
Missouri
$271K -$5.88K -81 -2%
NFG
292
Nations Financial Group
Iowa
$268K +$274K +3,776 New
CWP
293
Curated Wealth Partners
California
$266K – – –
BO
294
Bank OZK
Arkansas
$265K -$7.41K -102 -3%
PAS
295
Park Avenue Securities
New York
$263K -$20K -276 -7%
TSS
296
Two Sigma Securities
New York
$263K +$270K +3,716 New
PP
297
Patten & Patten
Tennessee
$262K – – –
RWP
298
Ridgecrest Wealth Partners
California
$262K – – –
FRA
299
Front Row Advisors
California
$260K – – –
IIC
300
Integrated Investment Consultants
Michigan
$260K – – –