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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
301
Long Run Wealth Advisors
New York
$569K -$7.93M -107,744 -93%
GIA
302
Gladstone Institutional Advisory
Florida
$565K -$28.3K -384 -5%
MMPW
303
Mitchell McLeod Pugh & Williams
Alabama
$565K – – –
Northern Trust
304
Northern Trust
Illinois
$550K -$62.2K -844 -10%
BWCS
305
Beirne Wealth Consulting Services
Connecticut
$546K -$83.1K -1,129 -13%
VCA
306
Verdence Capital Advisors
Maryland
$545K +$18.7K +254 +4%
BFG
307
Barber Financial Group
Kansas
$545K +$166K +2,255 +44%
WT
308
Whittier Trust
California
$543K – – –
Koshinski Asset Management
309
Koshinski Asset Management
Illinois
$543K – – –
HPM
310
Hoxton Planning & Management
West Virginia
$537K -$119K -1,616 -18%
CWC
311
Carolinas Wealth Consulting
North Carolina
$535K -$4.34K -59 -0.8%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$526K +$663 +9 +0.1%
UWPG
313
Ullmann Wealth Partners Group
Florida
$524K +$1.4K +19 +0.3%
USCWA
314
U.S. Capital Wealth Advisors
Texas
$523K -$621K -8,427 -54%
CWP
315
Cyndeo Wealth Partners
Florida
$523K -$101K -1,367 -16%
SL
316
SWMG LLC
Texas
$518K -$512K -6,955 -50%
NRI
317
NFP Retirement Inc
California
$508K -$19.5K -265 -4%
CWP
318
Curated Wealth Partners
California
$498K – – –
CAM
319
CPA Asset Management
Florida
$497K +$496K +6,741 New
APG
320
Abacus Planning Group
South Carolina
$497K – – –
Citadel Advisors
321
Citadel Advisors
Florida
$486K -$1.18M -16,064 -71%
LSPW
322
Lake Street Private Wealth
Illinois
$483K -$6.48K -88 -1%
PFS
323
Prospera Financial Services
Texas
$469K -$39.7K -539 -8%
VFA
324
Valeo Financial Advisors
Indiana
$467K +$214K +2,902 +85%
ODIJL
325
One Day In July LLC
Vermont
$466K +$48.7K +661 +12%