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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
326
Bleakley Financial Group
New Jersey
$871K +$696K +7,233 +333%
BCI
327
Brinker Capital Investments
Pennsylvania
$868K +$53.6K +557 +6%
OPS
328
Orion Portfolio Solutions
Nebraska
$868K +$53.6K +557 +6%
WANY
329
Wealthspire Advisors (New York)
New York
$859K +$14.8K +154 +2%
PIA
330
Perennial Investment Advisors
California
$858K +$20.5K +213 +2%
KWA
331
Kingswood Wealth Advisors
California
$837K +$869K +9,039 New
RWRC
332
R.W. Roge & Company
New York
$826K -$17.9K -186 -2%
BRWA
333
B. Riley Wealth Advisors
Florida
$826K -$4.33K -45 -0.5%
TWA
334
Talisman Wealth Advisors
New Jersey
$823K -$37.7K -392 -4%
AEPWM
335
Atlantic Edge Private Wealth Management
Florida
$823K -$230K -2,390 -21%
D
336
Dentgroup
Louisiana
$818K +$29.9K +311 +4%
EFL
337
ERn Financial LLC
Wisconsin
$792K -$7.98K -83 -1%
PFA
338
Pure Financial Advisors
California
$791K -$9.04K -94 -1%
WHCFA
339
William Howard & Co Financial Advisors
Tennessee
$789K – – –
ICP
340
Interchange Capital Partners
Pennsylvania
$779K -$3.37K -35 -0.4%
AQR Capital Management
341
AQR Capital Management
Connecticut
$771K +$305K +3,172 +62%
ODIJL
342
One Day In July LLC
Vermont
$749K +$5K +52 +0.6%
Millennium Management
343
Millennium Management
New York
$738K -$779K -8,095 -50%
WG
344
Watchman Group
Texas
$730K -$236K -2,453 -24%
RCM
345
Riggs Capital Management
Utah
$713K +$740K +7,697 New
MWM
346
Mascoma Wealth Management
New Hampshire
$712K -$9.62K -100 -1%
VCA
347
Verdence Capital Advisors
Maryland
$695K -$40.4K -420 -5%
FAI
348
Fiduciary Advisors Inc
Missouri
$694K +$721K +7,500 New
WT
349
Whittier Trust
California
$694K +$12.8K +133 +2%
TIAA Trust, National Association
350
TIAA Trust, National Association
North Carolina
$684K +$160K +1,659 +29%