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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
Stratos Wealth Advisors
Ohio
$846K +$43.6K +495 +5%
PIA
302
Perennial Investment Advisors
California
$843K +$184K +2,084 +28%
MMPW
303
Mitchell McLeod Pugh & Williams
Alabama
$837K – – –
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$825K +$61.2K +694 +8%
RWRC
305
R.W. Roge & Company
New York
$823K -$441 -5 -0.1%
OAM
306
Occidental Asset Management
California
$820K -$921K -10,455 -53%
TWA
307
Talisman Wealth Advisors
New Jersey
$816K +$11.8K +134 +1%
EFL
308
ERn Financial LLC
Wisconsin
$807K -$33.1K -376 -4%
BRWA
309
B. Riley Wealth Advisors
Florida
$789K -$29.3K -332 -4%
CA
310
Claro Advisors
Massachusetts
$786K +$325K +3,682 +70%
BWM
311
Boyd Wealth Management
California
$782K +$71.8K +815 +10%
BWCS
312
Beirne Wealth Consulting Services
Connecticut
$766K +$175K +1,988 +30%
FCM
313
Firestone Capital Management
Florida
$764K – – –
MWM
314
Mascoma Wealth Management
New Hampshire
$758K -$255K -2,893 -25%
WHCFA
315
William Howard & Co Financial Advisors
Tennessee
$751K – – –
FTUS
316
Flow Traders U.S.
New York
$749K +$749K +8,497 New
PFA
317
Pure Financial Advisors
California
$741K -$5.46K -62 -0.7%
ICP
318
Interchange Capital Partners
Pennsylvania
$741K +$3.17K +36 +0.4%
ODIJL
319
One Day In July LLC
Vermont
$705K +$6.79K +77 +1%
VCA
320
Verdence Capital Advisors
Maryland
$704K +$2.12K +24 +0.3%
AEPWM
321
Atlantic Edge Private Wealth Management
Florida
$686K -$170K -1,925 -20%
BEI
322
Benjamin Edwards Inc
Missouri
$680K +$75.7K +859 +13%
UWS
323
Unique Wealth Strategies
Illinois
$668K – – –
NRI
324
NFP Retirement Inc
California
$662K – – –
WT
325
Whittier Trust
California
$649K – – –