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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
351
DGS Capital Management
New Jersey
$696K +$185K +1,902 +38%
CFS
352
Coordinated Financial Services
Colorado
$695K -$8.96K -92 -1%
FCM
353
Firestone Capital Management
Florida
$694K – – –
Kingswood Wealth Advisors
354
Kingswood Wealth Advisors
California
$694K -$13.8K -142 -2%
TIAA Trust, National Association
355
TIAA Trust, National Association
North Carolina
$687K -$33.3K -342 -5%
DJSG
356
D.J. St. Germain
Massachusetts
$680K – – –
HB Wealth Management
357
HB Wealth Management
Georgia
$670K +$348K +3,571 +114%
RW
358
Regimen Wealth
Georgia
$670K +$3.12K +32 +0.5%
WC
359
Waterloo Capital
Texas
$665K +$2.73K +28 +0.4%
JWCA
360
J.W. Cole Advisors
Florida
$663K +$45.6K +468 +8%
TPI
361
Trust Point Inc
Wisconsin
$660K – – –
CFGA
362
Cambridge Financial Group (Arizona)
Arizona
$659K +$642K +6,590 New
BWMG
363
Barnes Wealth Management Group
California
$655K +$3.31K +34 +0.5%
Sterling Capital Management
364
Sterling Capital Management
North Carolina
$643K +$4.67K +48 +0.8%
Brooklyn Investment Group
365
Brooklyn Investment Group
New York
$641K +$31.5K +324 +5%
Bank of Montreal
366
Bank of Montreal
Ontario, Canada
$634K +$144K +1,479 +30%
Mission Wealth Management
367
Mission Wealth Management
California
$630K -$27.1K -278 -4%
CFP
368
Cascade Financial Partners
California
$623K – – –
XF
369
XML Financial
Maryland
$615K +$42.5K +437 +8%
Simplicity Wealth
370
Simplicity Wealth
New Jersey
$613K +$118K +1,210 +25%
EFS
371
Essex Financial Services
Connecticut
$613K -$2.24K -23 -0.4%
MAI Capital Management
372
MAI Capital Management
Ohio
$612K +$31.6K +325 +6%
FTS
373
Fifth Third Securities
Ohio
$605K +$3.89K +40 +0.7%
NRI
374
NFP Retirement Inc
California
$602K – – –
Independent Financial Group
375
Independent Financial Group
California
$601K +$49K +503 +9%