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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
376
Annex Advisory Services
Wisconsin
$555K – – –
KWM
377
Kingsview Wealth Management
Oregon
$549K -$6.41K -71 -1%
MCM
378
MAI Capital Management
Ohio
$549K -$3.25K -36 -0.6%
GAB
379
German American Bancorp
Indiana
$548K -$6.86K -76 -1%
Brown Advisory
380
Brown Advisory
Maryland
$545K – – –
EWM
381
Empirical Wealth Management
Washington
$542K +$64.3K +713 +14%
XF
382
XML Financial
Maryland
$541K +$15.8K +175 +3%
DFG
383
Dynamic Financial Group
Iowa
$538K +$56.1K +622 +12%
RIS
384
Richmond Investment Services
Wisconsin
$533K +$509K +5,637 New
HGA
385
Hobbs Group Advisors
South Carolina
$531K -$23.9K -265 -5%
PIN
386
Prudent Investors Network
California
$528K – – –
GL
387
Graypoint LLC
New York
$522K +$451 +5 +0.1%
IFG
388
Independent Financial Group
California
$521K -$6.95K -77 -1%
ESB
389
Essex Savings Bank
Connecticut
$520K – – –
BFA
390
Beaumont Financial Advisors
Massachusetts
$510K – – –
LEA
391
Legacy Edge Advisors
New York
$501K +$478K +5,297 New
FAM
392
Forte Asset Management
New York
$500K – – –
BCM
393
Becker Capital Management
Oregon
$498K -$12.7K -141 -3%
IPW
394
Impact Partnership Wealth
Georgia
$497K -$88.8K -984 -16%
Pathstone Holdings
395
Pathstone Holdings
New Jersey
$496K +$1.9K +21 +0.4%
AC
396
AWM Capital
Arizona
$494K -$8.21K -91 -2%
CWP
397
Cyndeo Wealth Partners
Florida
$492K +$632 +7 +0.1%
BCM
398
Boreal Capital Management
Florida
$487K +$464K +5,142 New
BCM
399
BTC Capital Management
Iowa
$486K – – –
FA
400
Flagstar Advisors
New York
$485K -$47.5K -526 -9%