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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Empirical Wealth Management
Washington
$442K +$442K +5,010 New
SI
377
Stephens Inc
Arkansas
$439K +$99.2K +1,125 +29%
WP
378
Wealthspan Partners
Iowa
$434K -$18.9K -215 -4%
CL
379
CIM LLC
New York
$430K -$35.2K -399 -8%
TF
380
Tompkins Financial
New York
$430K
FTS
381
Fifth Third Securities
Ohio
$429K -$16.8K -191 -4%
MKW
382
Mullaney, Keating & Wright
Connecticut
$428K +$428K +4,861 New
EIP
383
Ellis Investment Partners
Pennsylvania
$425K +$1.32K +15 +0.3%
BMCM
384
Bryn Mawr Capital Management
Pennsylvania
$425K
FPGK
385
Financial Partners Group (Kansas)
Kansas
$425K +$425K +4,823 New
SM
386
Sweeney & Michel
California
$423K +$2.03K +23 +0.5%
BCM
387
Becker Capital Management
Oregon
$422K
MPW
388
Melone Private Wealth
Michigan
$421K -$6.35K -72 -1%
TC
389
TownSquare Capital
Utah
$420K +$420K +4,769 New
SCM
390
SOL Capital Management
Maryland
$419K -$2.64K -30 -0.6%
BFS
391
Bradley Foster & Sargent
Connecticut
$417K
PPWP
392
Premier Path Wealth Partners
New Jersey
$416K -$154K -1,743 -27%
SFC
393
SYM Financial Corp
Indiana
$413K
CIA
394
Choate Investment Advisors
Massachusetts
$413K +$16.3K +185 +4%
IAG
395
Investment Advisory Group
Massachusetts
$412K
TCA
396
Transcend Capital Advisors
New Jersey
$410K +$129K +1,467 +46%
WA
397
Wealth Alliance
New York
$410K +$18.7K +212 +5%
Bank of Montreal
398
Bank of Montreal
Ontario, Canada
$406K -$15.9K -180 -4%
SF
399
Safeguard Financial
Wisconsin
$405K
CCM
400
Cutler Capital Management
Massachusetts
$402K +$1.5K +17 +0.4%