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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
351
Onyx Bridge Wealth Group
New York
$223K – – –
SC
352
Savant Capital
Illinois
$223K +$215 +3 +0.1%
AIM
353
Anchor Investment Management
South Carolina
$222K – – –
CWM
354
Collaborative Wealth Management
Florida
$221K +$238K +3,307 New
APW
355
Austin Private Wealth
Texas
$220K +$236K +3,292 New
OWA
356
Octavia Wealth Advisors
Ohio
$216K – – –
NAS
357
Nicolet Advisory Services
Wisconsin
$214K – – –
SCP
358
Syntal Capital Partners
Texas
$214K – – –
PA
359
Pinnacle Associates
New York
$214K +$3.59K +50 +2%
ACP
360
Aveo Capital Partners
Colorado
$211K – – –
LFA
361
Lauterbach Financial Advisors
Texas
$210K +$16.9K +235 +8%
BWM
362
BNC Wealth Management
Oregon
$209K +$215 +3 +0.1%
KF
363
Krilogy Financial
Missouri
$207K -$15.7K -219 -7%
ESB
364
Essex Savings Bank
Connecticut
$206K – – –
PIA
365
Perennial Investment Advisors
California
$205K – – –
BO
366
Bank OZK
Arkansas
$204K -$13.5K -188 -6%
BWA
367
BDO Wealth Advisors
Florida
$201K -$4.24K -59 -2%
MHS
368
M Holdings Securities
Oregon
$201K – – –
OIA
369
Optimum Investment Advisors
Illinois
$201K – – –
HWMA
370
Heritage Wealth Management (Arizona)
Arizona
$200K -$4.45K -62 -2%
MA
371
MCF Advisors
Kentucky
$197K – – –
WCAMG
372
Woodard & Company Asset Management Group
North Carolina
$187K – – –
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$180K +$16.4K +228 +9%
AWM
374
Angeles Wealth Management
California
$179K – – –
AW
375
ACG Wealth
Georgia
$167K +$179K +2,495 New