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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIAS
326
Mason Investment Advisory Services
Virginia
$298K – – –
SSWM
327
Sheets Smith Wealth Management
North Carolina
$297K +$964 +13 +0.3%
SC
328
Scotia Capital
Ontario, Canada
$294K -$4.89K -66 -2%
CL
329
Choreo LLC
Illinois
$292K +$284K +3,830 New
IC
330
IEQ Capital
California
$289K +$281K +3,787 New
CWP
331
Curated Wealth Partners
California
$286K – – –
AllianceBernstein
332
AllianceBernstein
Tennessee
$286K +$22.3K +300 +9%
NIG
333
NFJ Investment Group
Texas
$286K +$194K +2,621 +233%
BO
334
Bank OZK
Arkansas
$284K -$1.78K -24 -0.6%
WP
335
WealthPLAN Partners
Nebraska
$283K – – –
PP
336
Patten & Patten
Tennessee
$282K – – –
RWP
337
Ridgecrest Wealth Partners
California
$282K – – –
FRA
338
Front Row Advisors
California
$280K – – –
IIC
339
Integrated Investment Consultants
Michigan
$280K – – –
OWA
340
Octavia Wealth Advisors
Ohio
$278K -$40.3K -543 -13%
BWM
341
Baystate Wealth Management
Massachusetts
$278K +$241K +3,244 +811%
AP
342
Appleton Partners
Massachusetts
$275K – – –
CFG
343
Citizens Financial Group
Rhode Island
$273K +$265K +3,570 New
NGA
344
Naples Global Advisors
Florida
$272K – – –
MGAM
345
McGowan Group Asset Management
Texas
$265K +$1.33K +18 +0.5%
AIM
346
Anchor Investment Management
South Carolina
$253K +$233K +3,137 +1,743%
IA
347
IndexIQ Advisors
New York
$252K +$244K +3,293 New
CWM
348
Cornerstone Wealth Management
Missouri
$250K +$246K +3,316 New
SC
349
Savant Capital
Illinois
$248K +$11.4K +154 +5%
TC
350
TAP Consulting
Missouri
$247K -$43.8K -590 -15%