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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
326
Curated Wealth Partners
California
$429K -$78.5K -1,000 -15%
ME
327
McIlrath & Eck
Washington
$421K +$303K +3,857 +216%
FCM
328
Family Capital Management
Michigan
$417K +$439K +5,592 New
CWP
329
Cyndeo Wealth Partners
Florida
$417K -$118K -1,499 -21%
PIN
330
Prudent Investors Network
California
$416K – – –
AC
331
AWM Capital
Arizona
$409K +$430K +5,479 New
TIAA Trust, National Association
332
TIAA Trust, National Association
North Carolina
$407K +$428K +5,459 New
Bank of New York Mellon
333
Bank of New York Mellon
New York
$405K +$425K +5,421 New
BFA
334
Beaumont Financial Advisors
Massachusetts
$402K – – –
GAB
335
German American Bancorp
Indiana
$398K – – –
FAM
336
Forte Asset Management
New York
$397K – – –
CL
337
CIM LLC
New York
$394K -$1.49K -19 -0.4%
MPW
338
Melone Private Wealth
Michigan
$387K – – –
BCM
339
BTC Capital Management
Iowa
$384K – – –
LL
340
LWMG LLC
Minnesota
$382K – – –
DADC
341
D.A. Davidson & Co
Montana
$372K +$14.8K +188 +4%
Marshall Wace
342
Marshall Wace
United Kingdom
$371K +$390K +4,971 New
BFS
343
Bradley Foster & Sargent
Connecticut
$370K – – –
IFG
344
Independent Financial Group
California
$364K – – –
CA
345
Claro Advisors
Massachusetts
$362K -$97.1K -1,237 -20%
BTWM
346
Baker Tilly Wealth Management
Wisconsin
$361K -$42.1K -536 -10%
SM
347
Sweeney & Michel
California
$361K +$13.9K +177 +4%
BMCM
348
Bryn Mawr Capital Management
Pennsylvania
$360K – – –
EIP
349
Ellis Investment Partners
Pennsylvania
$360K -$20.2K -258 -5%
SFC
350
SYM Financial Corp
Indiana
$360K -$227K -2,895 -38%