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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGA
376
Hobbs Group Advisors
South Carolina
$543K +$94 +1 +0%
KWM
377
Kingsview Wealth Management
Oregon
$542K +$79.3K +845 +17%
GAB
378
German American Bancorp
Indiana
$542K +$49.9K +532 +10%
AAS
379
Annex Advisory Services
Wisconsin
$541K -$18.9K -201 -3%
MWM
380
Mascoma Wealth Management
New Hampshire
$539K -$174K -1,852 -24%
Chevy Chase Trust
381
Chevy Chase Trust
Maryland
$539K +$548K +5,835 New
MCM
382
MAI Capital Management
Ohio
$538K -$80.4K -857 -13%
HWM
383
HB Wealth Management
Georgia
$537K -$36.9K -393 -6%
DCM
384
DGS Capital Management
New Jersey
$535K -$2.81K -30 -0.5%
Brown Advisory
385
Brown Advisory
Maryland
$532K +$49.3K +525 +10%
FA
386
Flagstar Advisors
New York
$521K +$1.97K +21 +0.4%
IFG
387
Independent Financial Group
California
$516K +$7.79K +83 +2%
PIN
388
Prudent Investors Network
California
$515K
XF
389
XML Financial
Maryland
$512K +$109K +1,159 +26%
GL
390
Graypoint LLC
New York
$508K -$2.81K -30 -0.5%
ESB
391
Essex Savings Bank
Connecticut
$507K -$59.1K -630 -10%
Bessemer Group
392
Bessemer Group
New Jersey
$499K +$7.51K +80 +2%
BCM
393
Becker Capital Management
Oregon
$498K +$57.8K +616 +13%
BFA
394
Beaumont Financial Advisors
Massachusetts
$497K
FTS
395
Fifth Third Securities
Ohio
$495K -$45.6K -486 -8%
AC
396
AWM Capital
Arizona
$490K -$23.1K -246 -4%
FAM
397
Forte Asset Management
New York
$488K
Pathstone Holdings
398
Pathstone Holdings
New Jersey
$482K -$201K -2,145 -29%
CWP
399
Cyndeo Wealth Partners
Florida
$479K +$469 +5 +0.1%
BCM
400
BTC Capital Management
Iowa
$474K