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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFWA
326
Benchmark Financial Wealth Advisors
Florida
$467K -$140K -2,012 -23%
SPIA
327
Steward Partners Investment Advisory
New York
$448K -$4.26M -61,317 -91%
AWM
328
Apollon Wealth Management
South Carolina
$439K +$94.8K +1,363 +28%
WIM
329
WealthPlan Investment Management
Nebraska
$434K -$19.1K -275 -5%
WP
330
WealthPLAN Partners
Nebraska
$433K +$395K +5,679 New
FFG
331
Ford Financial Group
California
$432K -$21.3K -306 -5%
BMCM
332
Bryn Mawr Capital Management
Pennsylvania
$420K +$413K +5,945 New
RBC
333
Roble Belko & Company
Pennsylvania
$414K – – –
HWMA
334
Heritage Wealth Management (Arizona)
Arizona
$412K +$198K +2,854 +96%
VAM
335
Verity Asset Management
North Carolina
$409K +$403K +5,793 New
ODIJL
336
One Day In July LLC
Vermont
$400K +$141K +2,023 +56%
TF
337
TIAA FSB
Florida
$386K -$69.3K -996 -15%
CA
338
Claro Advisors
Massachusetts
$382K +$143K +2,050 +61%
TFA
339
Triad Financial Advisors
North Carolina
$381K +$27.8K +400 +8%
BFA
340
Beaumont Financial Advisors
Massachusetts
$380K – – –
BTWM
341
Baker Tilly Wealth Management
Wisconsin
$380K – – –
GAB
342
German American Bancorp
Indiana
$377K +$371K +5,336 New
ZIM
343
Zacks Investment Management
Illinois
$376K +$35.4K +509 +11%
TPWA
344
TRUE Private Wealth Advisors
Oregon
$375K -$44.3K -637 -11%
FAM
345
Forte Asset Management
New York
$373K – – –
EW
346
Element Wealth
Mississippi
$369K +$267K +3,838 +278%
Cerity Partners
347
Cerity Partners
New York
$367K +$362K +5,201 New
ZIC
348
ZWJ Investment Counsel
Georgia
$366K -$25.9K -372 -7%
MPW
349
Melone Private Wealth
Michigan
$366K -$57.9K -832 -14%
BCM
350
BTC Capital Management
Iowa
$363K – – –