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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFWM
376
Bright Futures Wealth Management
New York
$598K +$582K +5,983 New
JPWM
377
Jamison Private Wealth Management
Georgia
$597K +$2.73K +28 +0.5%
RBC
378
Roble Belko & Company
Pennsylvania
$591K – – –
AAS
379
Annex Advisory Services
Wisconsin
$586K – – –
ESB
380
Essex Savings Bank
Connecticut
$582K +$32.1K +330 +6%
DFG
381
Dynamic Financial Group
Iowa
$581K +$12.5K +128 +2%
GAB
382
German American Bancorp
Indiana
$579K – – –
Brown Advisory
383
Brown Advisory
Maryland
$570K -$6.23K -64 -1%
Bessemer Group
384
Bessemer Group
New Jersey
$566K +$210K +2,159 +62%
PIN
385
Prudent Investors Network
California
$557K – – –
HGA
386
Hobbs Group Advisors
South Carolina
$550K -$11K -113 -2%
MCM
387
Mitchell Capital Management
Kansas
$550K +$536K +5,502 New
PPW
388
Presilium Private Wealth
Pennsylvania
$542K +$61K +627 +13%
VFA
389
Valeo Financial Advisors
Indiana
$541K +$202K +2,072 +62%
BFA
390
Beaumont Financial Advisors
Massachusetts
$538K – – –
FAM
391
Forte Asset Management
New York
$529K – – –
LSIA
392
LaSalle St. Investment Advisors
Illinois
$527K -$14.3M -147,392 -97%
Pathstone Holdings
393
Pathstone Holdings
New Jersey
$526K +$1.95K +20 +0.4%
AC
394
AWM Capital
Arizona
$523K +$2.04K +21 +0.4%
GS
395
GWN Securities
Florida
$521K +$31.2K +320 +7%
CWP
396
Cyndeo Wealth Partners
Florida
$520K +$584 +6 +0.1%
FA
397
Flagstar Advisors
New York
$519K +$6.81K +70 +1%
BCM
398
Boreal Capital Management
Florida
$514K +$97 +1 +0%
BCM
399
BTC Capital Management
Iowa
$514K – – –
PCIA
400
Prime Capital Investment Advisors
Kansas
$512K +$6.62K +68 +1%