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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
351
Private Ocean
California
$517K +$1.09K +14 +0.2%
ESB
352
Essex Savings Bank
Connecticut
$516K – – –
ZIC
353
ZWJ Investment Counsel
Georgia
$511K -$14.3K -184 -3%
AWM
354
Angeles Wealth Management
California
$503K +$310K +3,987 +202%
HGA
355
Hobbs Group Advisors
South Carolina
$500K +$462K +5,931 New
RBC
356
Roble Belko & Company
Pennsylvania
$495K – – –
WP
357
Wealthspan Partners
Iowa
$491K -$188K -2,417 -29%
USCWA
358
U.S. Capital Wealth Advisors
Texas
$488K -$107K -1,378 -19%
CWP
359
Curated Wealth Partners
California
$485K – – –
FFP
360
FourThought Financial Partners
Florida
$475K -$19.7K -253 -4%
VFA
361
Valeo Financial Advisors
Indiana
$473K -$41.8K -537 -9%
TW
362
TritonPoint Wealth
Maryland
$464K +$428K +5,501 New
CL
363
CIM LLC
New York
$461K +$2.8K +36 +0.7%
BFA
364
Beaumont Financial Advisors
Massachusetts
$454K – – –
BCI
365
Brinker Capital Investments
Pennsylvania
$451K -$939K -12,055 -69%
OPS
366
Orion Portfolio Solutions
Nebraska
$451K -$939K -12,055 -69%
GAB
367
German American Bancorp
Indiana
$450K – – –
FTS
368
Fifth Third Securities
Ohio
$448K -$98.4K -1,264 -19%
FAM
369
Forte Asset Management
New York
$446K – – –
AWM
370
Apollon Wealth Management
South Carolina
$445K +$105K +1,347 +34%
AC
371
AWM Capital
Arizona
$439K -$21.3K -274 -5%
CWP
372
Cyndeo Wealth Partners
Florida
$435K -$33.6K -431 -8%
LL
373
LWMG LLC
Minnesota
$433K +$623 +8 +0.2%
Millennium Management
374
Millennium Management
New York
$430K -$1.21M -15,575 -75%
TF
375
Tompkins Financial
New York
$423K +$380K +4,883 +3,756%