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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
COFG Advisors
Illinois
$733K +$24.7K +228 +4%
TPWA
377
TRUE Private Wealth Advisors
Oregon
$733K +$246K +2,269 +52%
XF
378
XML Financial
Maryland
$730K +$3.57K +33 +0.5%
IAS
379
IMA Advisory Services
Colorado
$719K +$706K +6,525 New
EFS
380
Essex Financial Services
Connecticut
$717K +$325 +3 +0%
SCM
381
Sterling Capital Management
North Carolina
$717K +$12.7K +117 +2%
MWM
382
Mission Wealth Management
California
$710K +$80.4K +743 +13%
DWT
383
Dorsey & Whitney Trust
South Dakota
$699K +$43.5K +402 +7%
DFG
384
Dynamic Financial Group
Iowa
$695K +$68.9K +637 +11%
BJL
385
Brighton Jones LLC
Washington
$693K +$287K +2,654 +73%
CFP
386
Cascade Financial Partners
California
$687K
PFS
387
Prospect Financial Services
New York
$681K +$87.1K +805 +15%
RW
388
Regimen Wealth
Georgia
$678K +$2.71K +25 +0.4%
Bank of New York Mellon
389
Bank of New York Mellon
New York
$673K +$58.2K +538 +10%
QCM
390
QRG Capital Management
Illinois
$660K +$416K +3,841 +179%
JPWM
391
Jamison Private Wealth Management
Georgia
$658K
RBC
392
Roble Belko & Company
Pennsylvania
$646K
BW
393
BIP Wealth
Georgia
$642K +$119K +1,097 +23%
SW
394
Simplicity Wealth
New Jersey
$639K +$8.98K +83 +1%
GAB
395
German American Bancorp
Indiana
$638K
EWM
396
Empirical Wealth Management
Washington
$635K
Brown Advisory
397
Brown Advisory
Maryland
$630K +$73.6K +680 +13%
Lido Advisors
398
Lido Advisors
California
$629K +$39.4K +364 +7%
FWI
399
Facet Wealth Inc
Maryland
$616K +$606K +5,596 New
AAS
400
Annex Advisory Services
Wisconsin
$615K