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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
326
WMG Financial Advisors
Tennessee
$892K -$91.9K -944 -10%
D
327
Dentgroup
Louisiana
$873K +$239K +2,460 +39%
OAM
328
Occidental Asset Management
California
$866K +$2.24K +23 +0.3%
Allianz Asset Management
329
Allianz Asset Management
Germany
$860K -$769K -7,900 -48%
ICP
330
Interchange Capital Partners
Pennsylvania
$851K +$3.5K +36 +0.4%
BWCS
331
Beirne Wealth Consulting Services
Connecticut
$835K -$19.8K -203 -2%
EAM
332
Empirical Asset Management
Massachusetts
$831K
IC
333
IEQ Capital
California
$827K -$670K -6,878 -45%
PSCM
334
Per Stirling Capital Management
Texas
$811K -$12.2M -125,355 -94%
SFA
335
Sequoia Financial Advisors
Ohio
$808K +$89.8K +922 +13%
EFL
336
ERn Financial LLC
Wisconsin
$806K +$23.2K +238 +3%
WHCFA
337
William Howard & Co Financial Advisors
Tennessee
$805K
FTA
338
Financial & Tax Architects
Missouri
$777K +$757K +7,774 New
BM
339
Berman McAleer
Maryland
$777K +$756K +7,769 New
VCA
340
Verdence Capital Advisors
Maryland
$774K +$2.43K +25 +0.3%
DADC
341
D.A. Davidson & Co
Montana
$770K +$2.92K +30 +0.4%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$764K +$744K +7,648 New
TCA
343
Transcend Capital Advisors
New Jersey
$764K +$52.8K +542 +8%
WT
344
Whittier Trust
California
$754K
IWB
345
Innovative Wealth Building
Maryland
$746K +$3.99K +41 +0.6%
FAI
346
Fiduciary Advisors Inc
Missouri
$745K +$1.75K +18 +0.2%
HPM
347
Hoxton Planning & Management
West Virginia
$721K -$801K -8,230 -53%
KWM
348
Kingsview Wealth Management
Oregon
$718K +$134K +1,380 +24%
RIS
349
Richmond Investment Services
Wisconsin
$709K +$142K +1,457 +26%
DCM
350
DGS Capital Management
New Jersey
$696K +$185K +1,902 +38%