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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
Exencial Wealth Advisors
Oklahoma
$402K +$5.99K +68 +2%
BOM
402
Bank of Marin
California
$399K -$353K -4,001 -47%
CS
403
Cannell & Spears
New York
$398K
TPWA
404
TRUE Private Wealth Advisors
Oregon
$393K -$6.43K -73 -2%
CAG
405
Csenge Advisory Group
Florida
$388K +$23.8K +270 +7%
BW
406
BIP Wealth
Georgia
$387K -$73.2K -830 -16%
TIAA Trust, National Association
407
TIAA Trust, National Association
North Carolina
$387K -$34.3K -389 -8%
AWM
408
AE Wealth Management
Kansas
$383K -$1.61M -18,318 -81%
B
409
Bellecapital
Switzerland
$378K
CKAIS
410
Christensen King & Associates Investment Services
Washington
$375K +$353 +4 +0.1%
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
$371K -$278K -3,150 -43%
SWM
412
SFG Wealth Management
Maryland
$370K -$5.11K -58 -1%
VCP
413
Verus Capital Partners
Arizona
$369K +$20K +227 +6%
NF
414
Nikulski Financial
Iowa
$366K
AAM
415
Augustine Asset Management
Florida
$360K +$59.1K +670 +20%
FCG
416
Fielder Capital Group
Tennessee
$357K
MWM
417
Mission Wealth Management
California
$353K -$231K -2,619 -40%
BFC
418
Bedel Financial Consulting
Indiana
$352K
SSWM
419
Sheets Smith Wealth Management
North Carolina
$348K +$529 +6 +0.2%
WA
420
Wealthstream Advisors
New York
$347K
MIA
421
MMBG Investment Advisors
Florida
$345K
TW
422
TritonPoint Wealth
Maryland
$343K -$13.9K -158 -4%
CFG
423
Citizens Financial Group
Rhode Island
$340K +$26.4K +299 +8%
AP
424
Appleton Partners
Massachusetts
$340K -$18.5K -210 -5%
MIAS
425
Mason Investment Advisory Services
Virginia
$337K +$9.17K +104 +3%