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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
401
Facet Wealth Inc
Maryland
$616K +$606K +5,596 New
AAS
402
Annex Advisory Services
Wisconsin
$615K – – –
MWM
403
Meridian Wealth Management
Kentucky
$615K -$13.1K -121 -2%
PIN
404
Prudent Investors Network
California
$614K – – –
HGA
405
Hobbs Group Advisors
South Carolina
$604K +$108 +1 +0%
CFGA
406
Cambridge Financial Group (Arizona)
Arizona
$603K -$121K -1,114 -17%
PPW
407
Presilium Private Wealth
Pennsylvania
$601K +$14.6K +135 +3%
Vanguard Advisers Inc
408
Vanguard Advisers Inc
Pennsylvania
$599K +$72.5K +670 +14%
WC
409
Waterloo Capital
Texas
$597K -$223K -2,063 -28%
MCM
410
MAI Capital Management
Ohio
$595K -$42.5K -393 -7%
BFA
411
Beaumont Financial Advisors
Massachusetts
$593K – – –
KF
412
Ketron Financial
California
$591K -$39K -360 -6%
AC
413
AWM Capital
Arizona
$590K +$27.5K +254 +5%
ZS
414
Zenith Solutions
Pennsylvania
$587K +$577K +5,330 New
AWM
415
AE Wealth Management
Kansas
$584K +$107K +992 +23%
FAM
416
Forte Asset Management
New York
$582K – – –
CWP
417
Cyndeo Wealth Partners
Florida
$576K +$649 +6 +0.1%
LSIA
418
LaSalle St. Investment Advisors
Illinois
$576K +$1.19K +11 +0.2%
GS
419
GWN Securities
Florida
$573K +$6.82K +63 +1%
PPWP
420
Premier Path Wealth Partners
New Jersey
$572K – – –
IP
421
Indivisible Partners
Florida
$570K +$101K +936 +22%
SM
422
Sweeney & Michel
California
$568K +$1.08K +10 +0.2%
PCH
423
PGIM Custom Harvest
New Jersey
$568K +$159K +1,469 +40%
RMS
424
Retirement Management Systems
Maryland
$567K -$63.4K -586 -10%
BCM
425
BTC Capital Management
Iowa
$566K – – –