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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WG
301
Watchman Group
Texas
$987K +$45K +489 +5%
SHGA
302
Sand Hill Global Advisors
California
$978K -$125K -1,357 -12%
GFWA
303
Grey Fox Wealth Advisors
Delaware
$972K +$692K +7,528 +284%
CCM
304
Coldstream Capital Management
Washington
$966K – – –
BWM
305
Boyd Wealth Management
California
$963K +$111K +1,206 +14%
OCPWS
306
One Charles Private Wealth Services
Massachusetts
$957K – – –
GAM
307
Gotham Asset Management
New York
$954K +$918K +9,987 New
SCM
308
Seascape Capital Management
New Hampshire
$953K – – –
SWA
309
Stratos Wealth Advisors
Ohio
$935K +$18.3K +199 +2%
CB
310
Commerce Bank
Missouri
$932K – – –
EAM
311
Empirical Asset Management
Massachusetts
$931K -$25.3M -274,857 -97%
MMPW
312
Mitchell McLeod Pugh & Williams
Alabama
$910K +$2.3K +25 +0.3%
NL
313
NWAM LLC
Washington
$909K +$875K +9,517 New
BWCS
314
Beirne Wealth Consulting Services
Connecticut
$893K +$61.2K +666 +8%
TWA
315
Talisman Wealth Advisors
New Jersey
$884K +$2.39K +26 +0.3%
WANY
316
Wealthspire Advisors (New York)
New York
$872K +$574K +6,248 +217%
RWRC
317
R.W. Roge & Company
New York
$870K -$21.3K -232 -2%
PIA
318
Perennial Investment Advisors
California
$865K -$46.6K -507 -5%
BRWA
319
B. Riley Wealth Advisors
Florida
$855K +$368 +4 +0%
BCI
320
Brinker Capital Investments
Pennsylvania
$842K +$322K +3,504 +66%
OPS
321
Orion Portfolio Solutions
Nebraska
$842K +$322K +3,504 +66%
D.E. Shaw & Co
322
D.E. Shaw & Co
New York
$841K -$2.76M -30,004 -77%
LF
323
Lantz Financial
Illinois
$827K +$797K +8,665 New
PFA
324
Pure Financial Advisors
California
$825K +$21K +228 +3%
EFL
325
ERn Financial LLC
Wisconsin
$825K -$47.4K -516 -6%