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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
401
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$248K +$244K +3,509 New
EWA
402
Encompass Wealth Advisors
Oregon
$248K – – –
IIC
403
Integrated Investment Consultants
Michigan
$247K – – –
CFG
404
Citizens Financial Group
Rhode Island
$247K – – –
SF
405
Synovus Financial
Georgia
$246K +$139 +2 +0.1%
MOS
406
MGO One Seven
Ohio
$246K +$242K +3,478 New
AP
407
Appleton Partners
Massachusetts
$243K – – –
VFA
408
Valeo Financial Advisors
Indiana
$242K +$238K +3,421 New
BJL
409
Brighton Jones LLC
Washington
$239K +$236K +3,387 New
BSSFA
410
Baron Silver Stevens Financial Advisors
Florida
$239K -$108K -1,557 -32%
SG
411
StoneX Group
New York
$235K +$231K +3,320 New
NAS
412
Nicolet Advisory Services
Wisconsin
$234K – – –
APW
413
Austin Private Wealth
Texas
$233K – – –
AIM
414
Anchor Investment Management
South Carolina
$232K – – –
NA
415
Nottingham Advisors
New York
$232K +$228K +3,279 New
SCP
416
Syntal Capital Partners
Texas
$227K – – –
XF
417
XML Financial
Maryland
$225K +$221K +3,184 New
BWM
418
Brickley Wealth Management
California
$222K -$472K -6,788 -68%
BCI
419
Brinker Capital Investments
Pennsylvania
$221K +$218K +3,132 New
OWA
420
Octavia Wealth Advisors
Ohio
$220K -$9.46K -136 -4%
KF
421
Krilogy Financial
Missouri
$219K +$215K +3,099 New
LFA
422
Lauterbach Financial Advisors
Texas
$218K +$215K +3,085 New
National Bank of Canada
423
National Bank of Canada
Quebec, Canada
$215K +$11.1K +160 +6%
BWM
424
BNC Wealth Management
Oregon
$213K +$210K +3,015 New
ADL
425
Asset Dedication LLC
California
$212K +$96.3K +1,385 +86%