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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
276
Curated Wealth Partners
California
$423K -$10.4K -150 -2%
APG
277
Abacus Planning Group
South Carolina
$422K – – –
KL
278
KWMG LLC
Kansas
$415K -$2.55K -37 -0.6%
LSPW
279
Lake Street Private Wealth
Illinois
$415K – – –
TF
280
TIAA FSB
Florida
$405K -$12.2K -176 -3%
FFG
281
Ford Financial Group
California
$402K -$661K -9,573 -60%
EVM
282
Eaton Vance Management
Massachusetts
$399K +$1.73K +25 +0.4%
MPW
283
Melone Private Wealth
Michigan
$392K +$552 +8 +0.1%
MCA
284
Maryland Capital Advisors
Maryland
$390K +$269K +3,903 +168%
CCMD
285
Cypress Capital Management (Delaware)
Delaware
$378K – – –
TPWA
286
TRUE Private Wealth Advisors
Oregon
$372K -$14.6K -212 -3%
RBC
287
Roble Belko & Company
Pennsylvania
$367K – – –
TWC
288
TD Waterhouse Canada
Ontario, Canada
$363K -$45.2K -655 -10%
ZIC
289
ZWJ Investment Counsel
Georgia
$348K -$22.3K -323 -5%
WA
290
Wealth Alliance
New York
$346K -$20.3K -294 -5%
LGWM
291
Litman Gregory Wealth Management
California
$345K +$381K +5,515 New
VAS
292
Vestmark Advisory Solutions
Massachusetts
$339K -$3.31K -48 -0.9%
BTWM
293
Baker Tilly Wealth Management
Wisconsin
$337K – – –
BFA
294
Beaumont Financial Advisors
Massachusetts
$337K +$372K +5,385 New
BFG
295
Barber Financial Group
Kansas
$335K – – –
PCIA
296
Prime Capital Investment Advisors
Kansas
$333K -$3.52K -51 -0.9%
Qube Research & Technologies (QRT)
297
Qube Research & Technologies (QRT)
United Kingdom
$332K +$351K +5,084 +2,270%
FAM
298
Forte Asset Management
New York
$331K – – –
BWM
299
Boyd Wealth Management
California
$327K -$27.3K -395 -7%
T
300
TCWP
Ohio
$327K – – –