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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
301
Perennial Investment Advisors
California
$843K +$184K +2,084 +28%
MMPW
302
Mitchell McLeod Pugh & Williams
Alabama
$837K
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$825K +$61.2K +694 +8%
RWRC
304
R.W. Roge & Company
New York
$823K -$441 -5 -0.1%
OAM
305
Occidental Asset Management
California
$820K -$921K -10,455 -53%
TWA
306
Talisman Wealth Advisors
New Jersey
$816K +$11.8K +134 +1%
EFL
307
ERn Financial LLC
Wisconsin
$807K -$33.1K -376 -4%
BRWA
308
B. Riley Wealth Advisors
Florida
$789K -$29.3K -332 -4%
CA
309
Claro Advisors
Massachusetts
$786K +$325K +3,682 +70%
BWM
310
Boyd Wealth Management
California
$782K +$71.8K +815 +10%
BWCS
311
Beirne Wealth Consulting Services
Connecticut
$766K +$175K +1,988 +30%
FCM
312
Firestone Capital Management
Florida
$764K
MWM
313
Mascoma Wealth Management
New Hampshire
$758K -$255K -2,893 -25%
WHCFA
314
William Howard & Co Financial Advisors
Tennessee
$751K
FTUS
315
Flow Traders U.S.
New York
$749K +$749K +8,497 New
PFA
316
Pure Financial Advisors
California
$741K -$5.46K -62 -0.7%
ICP
317
Interchange Capital Partners
Pennsylvania
$741K +$3.17K +36 +0.4%
ODIJL
318
One Day In July LLC
Vermont
$705K +$6.79K +77 +1%
VCA
319
Verdence Capital Advisors
Maryland
$704K +$2.12K +24 +0.3%
AEPWM
320
Atlantic Edge Private Wealth Management
Florida
$686K -$170K -1,925 -20%
BEI
321
Benjamin Edwards Inc
Missouri
$680K +$75.7K +859 +13%
UWS
322
Unique Wealth Strategies
Illinois
$668K
NRI
323
NFP Retirement Inc
California
$662K
WT
324
Whittier Trust
California
$649K
CFS
325
Coordinated Financial Services
Colorado
$647K -$26.1K -296 -4%