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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
276
Boyd Wealth Management
California
$706K +$128K +1,732 +22%
NL
277
NWAM LLC
Washington
$689K -$9.21K -125 -1%
Bank of Montreal
278
Bank of Montreal
Ontario, Canada
$676K -$1.18K -16 -0.2%
CFG
279
Carr Financial Group
Massachusetts
$675K -$4.93K -67 -0.7%
SWA
280
Stratos Wealth Advisors
Ohio
$670K +$4.71K +64 +0.7%
TWA
281
Talisman Wealth Advisors
New Jersey
$667K +$1.77K +24 +0.3%
SFS
282
Strategic Financial Services
New York
$665K +$448K +6,079 +208%
IC
283
IEQ Capital
California
$661K -$195K -2,651 -23%
BOM
284
Bank of Marin
California
$660K -$169K -2,292 -20%
FCM
285
Firestone Capital Management
Florida
$657K – – –
BRWA
286
B. Riley Wealth Advisors
Florida
$644K -$13.3K -181 -2%
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$635K -$268K -3,642 -30%
GT
288
Glenview Trust
Kentucky
$632K -$3.09K -42 -0.5%
PFA
289
Pure Financial Advisors
California
$630K – – –
PIA
290
Perennial Investment Advisors
California
$619K +$618K +8,394 New
WP
291
WealthSource Partners
California
$615K – – –
FHA
292
Flagship Harbor Advisors
Massachusetts
$614K -$52.3K -710 -8%
ICP
293
Interchange Capital Partners
Pennsylvania
$611K +$2.65K +36 +0.4%
DCM
294
Disciplina Capital Management
Tennessee
$597K +$16.4K +223 +3%
BPA
295
Beacon Pointe Advisors
California
$597K -$45.4K -617 -7%
CFGS
296
Concourse Financial Group Securities
Alabama
$596K +$319K +4,325 +115%
FA
297
FDx Advisors
Illinois
$582K – – –
SFC
298
SYM Financial Corp
Indiana
$581K +$47.1K +640 +9%
CL
299
CIM LLC
New York
$580K -$35.2K -478 -6%
KHC
300
Koesten Hirschmann & Crabtree
Kansas
$571K – – –