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iShares Core S&P US Value ETF

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