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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
301
D.J. St. Germain
Massachusetts
$594K +$567K +7,590 New
VCA
302
Verdence Capital Advisors
Maryland
$580K +$1.34K +18 +0.2%
TWC
303
TD Waterhouse Canada
Ontario, Canada
$579K +$165K +2,213 +43%
BWCS
304
Beirne Wealth Consulting Services
Connecticut
$579K – – –
WT
305
Whittier Trust
California
$576K – – –
KHC
306
Koesten Hirschmann & Crabtree
Kansas
$570K -$33.8K -453 -6%
CWC
307
Carolinas Wealth Consulting
North Carolina
$566K -$1.64K -22 -0.3%
USCWA
308
U.S. Capital Wealth Advisors
Texas
$564K +$8.51K +114 +2%
Northern Trust
309
Northern Trust
Illinois
$559K -$24K -322 -4%
MHS
310
M Holdings Securities
Oregon
$557K -$646K -8,652 -55%
CWP
311
Cyndeo Wealth Partners
Florida
$554K – – –
NRI
312
NFP Retirement Inc
California
$539K – – –
CWP
313
Curated Wealth Partners
California
$528K – – –
APG
314
Abacus Planning Group
South Carolina
$527K – – –
HPM
315
Hoxton Planning & Management
West Virginia
$520K -$47.4K -635 -9%
ODIJL
316
One Day In July LLC
Vermont
$511K +$15K +201 +3%
PFS
317
Prospera Financial Services
Texas
$509K +$11K +147 +2%
TI
318
Trexquant Investment
Connecticut
$508K +$219K +2,928 +82%
MWM
319
Meridian Wealth Management
Kentucky
$506K +$25.1K +336 +5%
LSPW
320
Lake Street Private Wealth
Illinois
$503K -$9.11K -122 -2%
ZIC
321
ZWJ Investment Counsel
Georgia
$482K +$59.9K +802 +15%
VFA
322
Valeo Financial Advisors
Indiana
$481K -$12.8K -172 -3%
ESB
323
Essex Savings Bank
Connecticut
$479K – – –
PO
324
Private Ocean
California
$479K +$373 +5 +0.1%
CA
325
Claro Advisors
Massachusetts
$476K +$87.8K +1,176 +24%