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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
401
Bessemer Group
New Jersey
$262K +$217K +2,765 +374%
EWA
402
Encompass Wealth Advisors
Oregon
$262K – – –
CWM
403
Congress Wealth Management
Massachusetts
$260K +$274K +3,489 New
KL
404
KWMG LLC
Kansas
$258K -$15.5K -197 -5%
PP
405
Patten & Patten
Tennessee
$257K – – –
AP
406
Appleton Partners
Massachusetts
$257K – – –
NGA
407
Naples Global Advisors
Florida
$255K +$2.43K +31 +0.9%
AWAP
408
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K – – –
SHFA
409
SC&H Financial Advisors
Maryland
$250K – – –
PCIA
410
Prime Capital Investment Advisors
Kansas
$249K -$15.8K -201 -6%
APW
411
Austin Private Wealth
Texas
$246K – – –
AIM
412
Anchor Investment Management
South Carolina
$245K – – –
CWM
413
Cornerstone Wealth Management
Missouri
$243K +$256K +3,257 New
CFD
414
Creative Financial Designs
Indiana
$242K +$103K +1,313 +68%
HWM
415
HB Wealth Management
Georgia
$242K +$9.34K +119 +4%
CIM
416
Confluence Investment Management
Missouri
$241K -$19.3K -246 -7%
RPCA
417
Running Point Capital Advisors
California
$241K +$253K +3,227 New
OWA
418
Octavia Wealth Advisors
Ohio
$236K – – –
BWM
419
Brickley Wealth Management
California
$235K – – –
NAS
420
Nicolet Advisory Services
Wisconsin
$233K +$1.49K +19 +0.6%
AAM
421
Augustine Asset Management
Florida
$233K -$4.47K -57 -2%
CS
422
Comerica Securities
Michigan
$229K +$28.9K +368 +14%
BSSFA
423
Baron Silver Stevens Financial Advisors
Florida
$228K -$25.7K -327 -10%
ADL
424
Asset Dedication LLC
California
$226K – – –
SCP
425
Syntal Capital Partners
Texas
$224K – – –