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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ESB
376
Essex Savings Bank
Connecticut
$567K
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$566K +$4.71K +49 +0.8%
AAS
378
Annex Advisory Services
Wisconsin
$562K +$584K +6,067 New
MGIA
379
Moneta Group Investment Advisors
Missouri
$559K -$50.2K -522 -8%
TC
380
TownSquare Capital
Utah
$546K +$108K +1,128 +24%
HGA
381
Hobbs Group Advisors
South Carolina
$544K +$34.7K +361 +7%
RBC
382
Roble Belko & Company
Pennsylvania
$543K
FTS
383
Fifth Third Securities
Ohio
$542K +$179K +1,860 +47%
DCM
384
DGS Capital Management
New Jersey
$539K +$38.7K +402 +7%
MWM
385
Meridian Wealth Management
Kentucky
$529K -$63.3K -658 -10%
AT
386
American Trust
Kentucky
$523K +$543K +5,647 New
FA
387
Flagstar Advisors
New York
$521K -$17.2K -179 -3%
PIN
388
Prudent Investors Network
California
$516K
AC
389
AWM Capital
Arizona
$514K
GL
390
Graypoint LLC
New York
$513K -$1.14M -11,894 -68%
IFG
391
Independent Financial Group
California
$510K +$36.8K +383 +7%
BFWM
392
Bright Futures Wealth Management
New York
$508K
IPW
393
Impact Partnership Wealth
Georgia
$504K +$523K +5,441 New
BFA
394
Beaumont Financial Advisors
Massachusetts
$499K
GWAG
395
Garrett Wealth Advisory Group
Texas
$495K -$951K -9,892 -65%
GAB
396
German American Bancorp
Indiana
$494K
Bessemer Group
397
Bessemer Group
New Jersey
$493K +$175K +1,820 +52%
FAM
398
Forte Asset Management
New York
$490K
Brown Advisory
399
Brown Advisory
Maryland
$485K +$504K +5,238 New
WB
400
WesBanco Bank
West Virginia
$482K -$64.9K -675 -11%