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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
276
Phillips Financial Management
Indiana
$1.23M
ATC
277
Argent Trust Co
Tennessee
$1.23M +$146K +1,589 +14%
FA
278
Fortis Advisors
Pennsylvania
$1.23M +$7.17K +78 +0.6%
NFP
279
Narus Financial Partners
Utah
$1.23M +$1.75K +19 +0.1%
WA
280
Waverly Advisors
Alabama
$1.21M +$8.83K +96 +0.8%
WFA
281
WMG Financial Advisors
Tennessee
$1.21M +$228K +2,476 +24%
Lido Advisors
282
Lido Advisors
California
$1.18M +$143K +1,560 +14%
CFG
283
Carr Financial Group
Massachusetts
$1.18M +$9.56K +104 +0.9%
EWA
284
Elevate Wealth Advisory
Georgia
$1.17M -$52.7K -573 -4%
PG
285
Patten Group
Tennessee
$1.15M +$57.4K +624 +5%
BWM
286
Brickley Wealth Management
California
$1.13M -$20K -217 -2%
NWM
287
Northwest Wealth Management
Iowa
$1.13M -$168K -1,825 -13%
GSEP
288
Golden State Equity Partners
California
$1.1M +$502K +5,459 +89%
NW
289
NewEdge Wealth
Pennsylvania
$1.08M +$1.04M +11,357 New
WPC
290
White Pine Capital
Minnesota
$1.08M +$145K +1,582 +16%
AEPWM
291
Atlantic Edge Private Wealth Management
Florida
$1.08M +$322K +3,500 +45%
CL
292
Choreo LLC
Illinois
$1.06M -$188K -2,045 -15%
SCM
293
Sterling Capital Management
North Carolina
$1.06M +$1.02M +11,095 New
CAM
294
Cozad Asset Management
Illinois
$1.06M
PW
295
Peninsula Wealth
California
$1.02M -$11.5K -125 -1%
MCA
296
Magnolia Capital Advisors
Mississippi
$1M -$5.24K -57 -0.5%
WIA
297
World Investment Advisors
California
$1M +$621K +6,757 +180%
JWA
298
JFS Wealth Advisors
Pennsylvania
$1,000K
HNB
299
Huntington National Bank
Ohio
$996K +$50K +544 +6%
WG
300
Watchman Group
Texas
$987K +$45K +489 +5%