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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
$440K +$4.32K +47 +1%
CL
402
CIM LLC
New York
$440K – – –
SF
403
Safeguard Financial
Wisconsin
$439K – – –
CCM
404
Cutler Capital Management
Massachusetts
$436K – – –
CAG
405
Csenge Advisory Group
Florida
$433K +$9.38K +102 +2%
CS
406
Cannell & Spears
New York
$431K – – –
TPWA
407
TRUE Private Wealth Advisors
Oregon
$427K +$644 +7 +0.2%
NG
408
Norden Group
Utah
$422K +$407K +4,422 New
Thrivent Financial for Lutherans
409
Thrivent Financial for Lutherans
Minnesota
$422K -$455K -4,946 -53%
SI
410
Stephens Inc
Arkansas
$420K -$53.1K -578 -12%
BW
411
BIP Wealth
Georgia
$419K +$92 +1 +0%
PPWP
412
Premier Path Wealth Partners
New Jersey
$415K -$35.1K -382 -8%
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$414K -$22.8K -248 -5%
BOM
414
Bank of Marin
California
$412K -$19.3K -210 -5%
WTC
415
WhitTier Trust Company
Nevada
$411K +$395K +4,300 New
B
416
Bellecapital
Switzerland
$410K – – –
CKAIS
417
Christensen King & Associates Investment Services
Washington
$407K +$460 +5 +0.1%
Koshinski Asset Management
418
Koshinski Asset Management
Illinois
$403K – – –
SWM
419
SFG Wealth Management
Maryland
$401K +$276 +3 +0.1%
FPCG
420
Fort Pitt Capital Group
Pennsylvania
$399K +$384K +4,177 New
IAG
421
Investment Advisory Group
Massachusetts
$391K -$54K -587 -13%
AAM
422
Augustine Asset Management
Florida
$390K -$276 -3 -0.1%
MWM
423
Mission Wealth Management
California
$384K +$644 +7 +0.2%
BFC
424
Bedel Financial Consulting
Indiana
$382K – – –
FTS
425
Fifth Third Securities
Ohio
$381K -$80.2K -872 -18%