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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$222K
CWM
352
Collaborative Wealth Management
Florida
$221K +$238K +3,307 New
APW
353
Austin Private Wealth
Texas
$220K +$236K +3,292 New
OWA
354
Octavia Wealth Advisors
Ohio
$216K
NAS
355
Nicolet Advisory Services
Wisconsin
$214K
SCP
356
Syntal Capital Partners
Texas
$214K
PA
357
Pinnacle Associates
New York
$214K +$3.59K +50 +2%
ACP
358
Aveo Capital Partners
Colorado
$211K
LFA
359
Lauterbach Financial Advisors
Texas
$210K +$16.9K +235 +8%
BWM
360
BNC Wealth Management
Oregon
$209K +$215 +3 +0.1%
KF
361
Krilogy Financial
Missouri
$207K -$15.7K -219 -7%
ESB
362
Essex Savings Bank
Connecticut
$206K
PIA
363
Perennial Investment Advisors
California
$205K
BO
364
Bank OZK
Arkansas
$204K -$13.5K -188 -6%
BWA
365
BDO Wealth Advisors
Florida
$201K -$4.24K -59 -2%
MHS
366
M Holdings Securities
Oregon
$201K
OIA
367
Optimum Investment Advisors
Illinois
$201K
HWMA
368
Heritage Wealth Management (Arizona)
Arizona
$200K -$4.45K -62 -2%
MA
369
MCF Advisors
Kentucky
$197K
WCAMG
370
Woodard & Company Asset Management Group
North Carolina
$187K
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$180K +$16.4K +228 +9%
AWM
372
Angeles Wealth Management
California
$179K
AW
373
ACG Wealth
Georgia
$167K +$179K +2,495 New
SWM
374
SeaCrest Wealth Management
New York
$159K +$171K +2,384 New
MCA
375
Maryland Capital Advisors
Maryland
$155K